Investment Choices
Looking for "the right" investment? Here's a good strategy: choose the right advisor, and then invest with greater confidence. Our advisors are here to help you start today.
Wise Investments Begin with Professional Advice
Planning for retirement, saving for college, maximizing tax efficiencies and creating a financial legacy are top concerns for most of our clients. We can help you:
Draw from a wide range of taxable and tax-free investments for you, including:
- Mutual funds
- Unit Investment Trusts (UIT)
- Separately Managed Accounts (SMAs)
- Exchange Traded Funds (ETFs)
- Stocks and corporate bonds
- Certificates of deposit
- U.S. Government securities
- Municipal bonds
- Corporate notes and bonds
- Annuities
Draw from a wide range of taxable and tax-free investments for you, including:
- Mutual funds
- Unit Investment Trusts (UIT)
- Separately Managed Accounts (SMAs)
- Exchange Traded Funds (ETFs)
- Stocks and corporate bonds
- Certificates of deposit
- U.S. Government securities
- Municipal bonds
- Corporate notes and bonds
- Annuities
Why Invest with Us?
NetXInvestor provides you with secure, digital access to your BOK Financial Advisors investment accounts. View your account statements, tax statements and trade confirmations online. You can also access quotes, read news stories and conduct research using advanced screeners on thousands of stocks, mutual funds and ETFs.
See a detailed summary of your holdings and quickly identify your holdings by symbol or asset type.
NetXInvestor helps you make informed investment decisions by providing access to real-time and delayed quotes, late-breaking news stories and comprehensive information and research on thousands of stocks, options and mutual funds.
All of your critical account information can now be intelligently organized with NetXInvestor. Through this intuitive online system, our clients can obtain information on balances, holdings, history, cash flow, asset allocation, statements and reports — from any tablet, mobile device or desktop.
Ready to Get Started?
Find a financial advisor near you or contact us directly today. We look forward to talking with you about all of your financial goals and investment options.