Bolton Global Asset Management

Bolton Global Asset Management provides customized wealth management solutions, asset management, and financial planning services through a network of independent investment advisor representatives. The firm offers both discretionary and non-discretionary portfolio management, utilizing mutual funds, exchange-traded funds, individual stocks, and fixed income securities. Clients can also access third-party asset management programs and wrap fee programs where transaction costs are bundled into a single fee. Bolton Global Asset Management serves individuals, high net worth individuals, trusts, estates, charitable organizations, and corporate retirement plans.