Since 1987, Bolton Capital Group has been a service provider to its affiliated securities broker dealers and its SEC registered investment advisor. The company provides legal, compliance, administrative, trading and technological support to a network of more than 50 affiliated offices worldwide. Our broker dealers provide the clearing and custody platforms on a global basis for the clients of the premiere wealth management teams in the business.
Client assets are held through Pershing, a subsidiary of BNY Mellon, HSBC Private Bank, Raymond James Financial and Interactive Brokers. Through our clearing and custody partners, we offer the full range of products, services and technologies available through the world’s largest financial institutions. Our goal is to provide a superior value proposition to our clients in terms of financial institution safety and security, service and product capability, transparency and pricing through a network of financial advisors who share our commitment to business of the highest quality.