BOE is a global, financial services boutique providing research-oriented securities brokerage to corporations, financial institutions and government agencies. Founded in 1997, the firm is headquartered in Philadelphia, PA. The firm also maintains a significant presence in Mumbai, India through our research affiliate, BOE Research Pvt. Ltd.Our Philosophy BOE offers a simple value proposition: “We seek to provide research services to help you make better investment decisions.”
The BOE AdvantageWorking with BOE is like having your own dedicated team whose sole purpose is to help you find Alpha. 1. Customization - We customize all of our products and services in ways that directly meet your needs. We provide quantitative research services that are customized to your benchmark. We provide fundamental research services that are customized to your coverage list. Our trading ideas are customized to your interest list.
2. Performance – We are proud of our service performance history. Our service track record has consistently earned votes from many of our clients and has allowed us to develop relationships with several $400B+ investment management organizations. 3. Our People - The BOE team is drawn to our firm by the opportunity to do what they love! They seek to understand your unique needs and take leadership in seeking to ensure we provide the value-added services that enable you to get your work done with greater ease, efficiency and productivity.
BOE Securities, Inc.Philadelphia, PA OfficeTwo Penn Center1500 JFK Blvd., Ste. 1815Philadelphia, PA 19102Phone: 215-568-5500 Fax: 215-568-5588
DISCLOSURE: BOE is the marketing name for BOE Securities, Inc. (a FINRAregistered broker/dealer) and its affiliates. Those affiliates include BOEResearch Services, Inc., BOE Research Private Limited (India) and The BOEGroup, Inc. (Parent). BOE “Globally” brands its services under “BOE”. BOESecurities and BOE Research Private Limited are affiliated companies owned byThe BOE Group Inc. BOE Securities executes all trades for institutionalclients.
BOE Research Private Limited provides research supportservices to BOE Securities for the benefit of its institutional clients. BOEResearch Private Limited is located in Mumbai, India and its analysts preparethe fundamental research reports for distribution to clients in the U.S.
Generally those reports are distributed to 15 or fewerclients do not’ therefore, meet the definition of research reports contained inFINRA rule 2711 (a)(9).
BOE’s financial analysts that are located in India areexempt from FRINRA rule 2711 and NYSE rule 472 which provide guidance oncommunications with subject company, public appearances and trading securitiesheld by BOE. However, BOE makes its best efforts to ensure the highestprofessional and ethical standards are adhered to by its analysts.
As of March 31, 2013,BOE seeks to achieve the stated objectives. There can be no guarantee theobjectives will be met. Information herein is believed to be reliable, but BOEdoes not warrant its completeness or accuracy. Opinions and estimatesconstitute our judgment and are subject to change without notice. Pastperformance is not indicative of future results. The material is not intendedas an offer or solicitation for the purchase or sale of any financialinstrument. The investments and strategies discussed herein may not be suitablefor all investors; if you have any doubts you should consult your InstitutionalSales Representative at BOE.