HELPING YOU CONNECT THE DOTS


Our balance sheet services are designed to provide a seamless approach to bank management. Utilizing a top down approach, our team of Institutional Advisors will help your financial institution connect the dots.


LOAN/DEPOSIT PRICING


BOARD OF DIRECTORS


LIQUIDITY INTEREST RATE RISK EARNINGS


INVESTMENT MANAGEMENT


ASSET/LIABILITY MODELING | ASSET/LIABILITY THIRD PARTY REVIEWS | DECAY RATE STUDIES | INSTITUTIONAL FIXED INCOME INVESTMENT MANAGEMENT | MUNICIPAL CREDIT ANALYSIS | TRADING/UNDERWRITING | CD UNDERWRITING


866.440.6515 | www.bokfinancial.com/institutions


© Securities, insurance and advisory services offered by BOK Financial Securities, Inc., member FINRA/SIPC and a subsidiary of BOK Financial Corporation. Some services offered through our affiliate, Institutional Investments, Bank of Oklahoma which operates as a separately identifiable trading department of BOKF, NA. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE


REGULATORY


BUDGET


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