Global Wealth Management
Providing financial advisors and their clients with the broadest possible access to the world's financial markets and investment products.
Our Story
For more than 30 years, Bolton has provided independent wealth management services to a global clientele. As a privately held company, Bolton has grown its business from a small firm operating in the Boston area to a major institution with offices and clients across the US and around the globe. Today, the firm has more than 50 affiliated offices worldwide managing over $10 billion in client assets.
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Since 1985, we have been committed to providing the highest quality financial services and products to our clients through financial professionals who share this goal. Our affiliated advisors include some of the most successful teams from the major financial institutions.
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Bolton Global Capital is a FINRA registered broker dealer and SIPC member firm licensed to conduct business in all 50 US states. Advisory services are provided through Bolton Global Asset Management, a SEC registered investment advisor.
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Client accounts are held in custody and securities cleared through BNY Mellon Pershing.
Clearing and Custody
Bolton Global Capital is an introducing broker dealer operating under the 1934 Securities Act. Client accounts are introduced to and all assets including cash and securities are held through BNY Mellon Pershing.
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BNY Mellon Pershing, founded in 1934, is the world’s largest clearing firm operating in more than 60 countries worldwide. Its parent company, Bank of New York Mellon, is the oldest banking institution in the US, founded in 1784 by Alexander Hamilton. BNY Mellon is the world’s largest custodian with over $38 trillion assets in custody.
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Bolton Global Capital is not a subsidiary or division of BNY Mellon Corporation or BNY Mellon Pershing and has no relationship to either company other than offering clearing and custody services provided by BNY Mellon Pershing to Bolton Global Capital customers on a fully disclosed basis.
Financial Institution Safety and Security Resources
Our Services
The Value of Independence
Once you have established your most important life cycle goals, our Independent Financial Advisors can help you to achieve them. For more than 30 years, we have worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth. By understanding our clients’ aspirations, we develop comprehensive financial strategies and make regular adjustments to changing conditions so as to ensure that we stay on course. We help individuals and families to grow and preserve wealth over market cycles and across generations.
Bolton, through its affiliation with BNY Mellon Pershing offers institutional and retail clients multicurrency execution capabilities in over 65 exchanges. Clients can buy and sell foreign currencies, equities and fixed income securities assisted by our expertise and local market experience in Central and South America, Europe and Asia. Bolton clients can take advantage of the best available pricing through our broad network of counter party bond dealers and can execute their trades in over 50 currencies.
Worldwide Access to Markets
Our platform fully supports international client accounts and the needs of the international investor. We offer full multi-currency and foreign exchange capabilities, a comprehensive list of offshore mutual funds, execution and clearance in local markets, and deep relationships with counterparties who trade emerging market and sovereign fixed income securities.
International Client Accounts
Our Independent Financial Advisors can help you to define investment strategies tailored to your goals, and then help you to make informed investment choices across every market and asset class.
Portfolio Management
When you need access to liquidity, we can offer a range of borrowing alternative that will not disrupt existing portfolio holdings or result in tax consequences associated with liquidating appreciated assets. With competitive interest rates and flexible borrowing terms, our lending programs have no required payment schedules or application fees.
Lending Solutions
Our clients enjoy the benefits of investing their assets and managing their finances through the same account. They can access banking services such as check-writing, withdrawing cash or making purchases with their Visa debit and ATM cards, or setting up automated deposits and withdrawals as well as automated bill payment through a single investment account.
Cash Management Solutions
Bolton, through its partnership with American Express, offers access to the American Express International Dollar card to its clients located in Latin America, The Caribbean, Spain, and Switzerland. Eligible clients can apply for Centurion, Platinum, Gold, or Green cards.
AMEX International Dollar Card
We make personal trust services available through a wide selection of both domestic and international corporate trustees. This open architecture platform enables clients to direct trust assets to the independent financial institutions which specialize in the type of trust vehicles which suit their specific requirements at a competitive cost.
Trustee Services
When you are starting a family or planning to retire, looking to fund your children’s or grandchildren’s education or the purchase of a vacation home, seeking to address health care needs or transfer the family business to the next generation, you need a financial plan. Our Independent Financial Advisors work with you to create this roadmap to their future, adapting to changing circumstances over time, helping you to achieve your goals and protect your wealth.
Financial Planning
Bolton Global offers a complete collection of IRS approved qualified retirement plan documents for individuals and small businesses. Our Financial Advisors can provide support in understanding the complex regulations and procedures governing to these assets and assists clients to navigate and execute time critical transactions in these tax advantaged accounts.
Retirement Planning
Contact Us
Home Office Address
579 Main Street
Bolton, MA 01740
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Phone
+001 978 779 5361
Miami Office Address
1441 Brickell Avenue
Suite 1700
Miami, FL 33131
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Phone
+001 786 693 7800