We have established strategic alliances with a number of dynamic and highly respected companies that share our dedication to helping clients achieve their performance objectives.
We value our relationship with these exceptional partners who distribute and support Plansmith products to meet their clients’ needs.
A brief profile and contact information for each of our partners can be found below.
BOSC, Inc., a Subsidiary of BOK Financial Corp. - Milwaukee, WI
BOSC, Inc. is a registered broker/dealer in all 50 states and a subsidiary of BOK Financial Corporation (NASDAQ: BOKF), a $25 billion regional financial services company based in Tulsa, Oklahoma. Together with its affiliate BOKF, NA, BOSC handles more than 422,000 transactions and trades approximately $198 billion in fixed income and other securities annually. BOSC offers Corporate and Public Finance, Personal Investment Services and Institutional Investment Services including investment advice, brokerage services and debt and equity securities for all types of investors. BOKF, NA, also offers Financial Risk Management services as well as helping banks identify interest rate, liquidity, earnings and capital risks, while developing customized strategies to enhance earnings and mitigate these risks, asset/liability modeling and consulting, investment trading and consulting and wholesale funding solutions.
For more information about BOSC, Inc., visit www.boscinc.com or call 866-440-6515.