Bolton Capital Group Since 1985, our experienced financial professionals have provided domestic and international clients with independent advice and access to global markets and products along with customized solutions for managing their finances. Financial Institution Strength and Stability Bolton offer clients a range of custody, clearing and settlement options with institutions owned by the world’s premier banks including: Bank of New York Mellon, the oldest US banking concern founded by Alexander Hamilton in 1784 is ranked by Global Finance 2014 among the world’s 50 safest banks with over $28 trillion in assets under custody and administration. Clearing and custody for accounts is provided by Pershing, LLC, a wholly owned subsidiary founded in 1939 and a member of the New York Stock Exchange, FINRA and SIPC. Royal Bank of Canada is the oldest Canadian bank founded in 1854 and is ranked by Global Finance 2014 among the world’s 50 safest banks. Clearing and custody is provided by RBC Capital Markets Corporation, a member of the New York Stock Exchange, FINRA and SIPC. Deutsche Bank Cayman is a wholly owned subsidiary of Deutsche Bank AG, the world’s third largest bank ranked by account assets and provides clients with a full range of global wealth management capabilities Strict Privacy and Confidentiality Protections Bolton offers multiple custody solutions and jurisdictions for achieving maximum privacy and confidentiality protections for client account information. While US regulations impose strict requirements for maintaining the confidentiality of account information, non-US clients may hold assets in other jurisdictions through Bolton including Cayman Islands, Singapore and Switzerland. Global Global Global Global Wealth Wealth Wealth Wealth Management Management Management Management Solutions Solutions Solutions Solutions BOLTON CAPITAL GROUP Independent Since 1985 BOLTON GLOBAL CAPITAL Member FINRA SIPC BOLTON SECURITIES Member FINRA SIPC 579 Main Street Bolton, MA 01740 (978) 779-5361 www.boltoncap.com
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Bolton Capital Group
Since 1985, our experienced financial professionals have provided domestic and
international clients with independent advice and access to global markets and products
along with customized solutions for managing their finances.
Financial Institution Strength
and Stability
Bolton offer clients a range of custody,
clearing and settlement options with
institutions owned by the world’s
premier banks including:
Bank of New York Mellon, the oldest
US banking concern founded by
Alexander Hamilton in 1784 is ranked by
Global Finance 2014 among the world’s
50 safest banks with over $28 trillion in
assets under custody and
administration. Clearing and custody
for accounts is provided by Pershing,
LLC, a wholly owned subsidiary founded
in 1939 and a member of the New York
Stock Exchange, FINRA and SIPC.
Royal Bank of Canada is the oldest
Canadian bank founded in 1854 and is
ranked by Global Finance 2014 among
the world’s 50 safest banks. Clearing
and custody is provided by RBC Capital
Markets Corporation, a member of the
New York Stock Exchange, FINRA and
SIPC.
Deutsche Bank Cayman is a wholly
owned subsidiary of Deutsche Bank AG,
the world’s third largest bank ranked by
account assets and provides clients with
a full range of global wealth
management capabilities
Strict Privacy and
Confidentiality Protections
Bolton offers multiple custody
solutions and jurisdictions for
achieving maximum privacy and
confidentiality protections for client
account information. While US
regulations impose strict requirements
for maintaining the confidentiality of
account information, non-US clients
may hold assets in other jurisdictions
through Bolton including Cayman
Islands, Singapore and Switzerland.
Global Global Global Global
Wealth Wealth Wealth Wealth
Management Management Management Management
SolutionsSolutionsSolutionsSolutions
BOLTON CAPITAL
GROUP
Independent Since 1985
BOLTON GLOBAL CAPITAL
Member FINRA SIPC
BOLTON SECURITIES
Member FINRA SIPC
579 Main Street
Bolton, MA 01740
(978) 779-5361
www.boltoncap.com
Investing and Trading
Access to all Major Global Exchanges and
Currencies
We offer institutional and retail clients
multicurrency execution capabilities in over 65
exchanges. Clients can buy and sell global fixed
income securities and non-U.S. dollar-denominated
bonds assisted by our expertise and local market
experience in Central and South America, Europe
and Asia. As we conduct all fixed income business on
an agency only basis, our clients can take advantage
of the best available pricing through our broad
network of counter party bond dealers and can
execute their trade in nearly 50 currencies.
Improved Liquidity for Fixed Income Securities
Our fixed income platform provides advisors and
their clients with access to over 150 global dealers
and counterparties in corporate, government and
emerging market bonds as well as structured
products, certificates of deposit and commercial
paper. As we maintain no securities inventory or
commitments to distribute investment banking
products, we strive to ensure that our clients have
the broadest possible access to competitive pricing
for their fixed income investments.
Multi-Currency Accounts
Clients can hold cash positions in their investment
accounts in over 50 foreign currencies and can
receive monthly account statements of assets
expressed as a value in both US and in foreign
currencies. These multi-currency statements can be
received by the client electronically, in paper form or
both. Clients can also execute security transactions
on more than 65 exchanges around the world. We
also offer a range of debit/credit/ATM cards for
accessing account cash and making purchases.
Financial Management
Enhanced Liquidity with Access to Low Cost
Credit
Our low cost margin and collateralized loan rates
allow clients to achieve maximum liquidity in their
investment portfolios by providing credit secured by
portfolio assets. The rates available to our clients are
substantially lower than those of more traditional
lending sources such as banks and credit card
companies and allow clients access to funds without
the need to sell account positions.
Worldwide Access to Account Services and Cash
Clients can access the funds in their accounts and