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Call: 855.500.1980
or send us an email!

Don’t hesitate to get in touch if you have a question or need more information!

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CAN YOU

AFFORD

TO IGNORE

INTEREST

RATE RISK?

Count on us to provide a comprehensive validation of your bank’s or institution’s asset/liability model.

HOW WE HELPOUR DIFFERENCE

WHAT WE CAN DO FOR YOU

Let us conduct a thorough analysis of your interest rate risk management process.

Evaluate

Policies
and procedures

Verify

Model
inputs

Assess

Reasonableness
of assumptions

Prepare

Backtest of model projections

Recommend

ALCO process enhancements

Report

Final recommendations

Why US

Some of our best kept secrets!

Learn more

Strength

We’re part of BOK Financial Corporation, a diversified $31 billion regional financial services company, and one of the top 25 largest U.S.-based, publicly traded bank holding companies.

Experience

We hire knowledgeable employees who are experienced in providing customized strategies and personalized service.

Non-Biased Approach

Licensed and active in all 50 states, we are not tied to one set of financial products, so we can recommend the right mix of investments for you.

PRODUCTS AND SERVICES

With BOK Financial Institutional Advisors (formerly BOSC, Inc.), you're not just getting one skilled, experienced investment professional; you're getting the benefit of a whole team of professionals who have a proven track record so you can be confident in the service and advice you receive. We help you move beyond regulatory requirements with a comprehensive, cost-efficient, tailored solution to enhance your bank’s or institution’s performance by engaging your management team to formulate ideas and execute strategies that drive results.

Asset/Liability Modeling and Reporting

Asset/Liability Model Validations

Wholesale Funding

Investment Portfolio Solutions

Trading and Underwriting

have something in mind?

Let’s Talk Today

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