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With access to multiple investment platforms and open-architecture custodians from leading global financial institutions, our independent financial advisors can help you define investment strategies tailored to your objectives in global investment markets.
BlackRock, a world leader in investment management, offers a range of Managed Portfolios designed to simplify investing for international clients. These portfolios provide a well-diversified and professionally managed solution, allowing you to access a broad spectrum of global investment opportunities.
Here’s a closer look at the key features of BlackRock Managed Portfolios:
In today’s dynamic financial landscape, achieving your long-term investment goals requires a strategic approach. Custom-Made Portfolios offer a comprehensive solution that tailors investments to your specific needs and risk tolerance. This approach incorporates a blend of cutting-edge technology and proven investment strategies to navigate market fluctuations and maximize your potential for success.
Key elements that make Custom-Made Portfolios a powerful tool for building wealth:
Today, incorporating private equity and credit into investment portfolios has become increasingly important for several reasons:
Diversification: By investing in private companies, investors can diversify their portfolios and reduce the risk associated with investing in publicly traded stocks.
Higher potential returns: Historically, private equity investments have offered higher returns than traditional investments, although they also carry greater risk.
Access to high-growth companies: Private equity investors have access to innovative, fast-growing companies that are not yet publicly traded.
Social impact: Many private equity firms focus on sustainable and socially impactful investments, allowing investors to align their values with their investment decisions.
Comprehensive wealth management services offer a valuable tool for individuals, families, and businesses to navigate the complexities of financial planning, investment management, and risk mitigation.
Structured notes are investment products that combine features of bonds and derivatives to offer tailored investment solutions. They are typically issued by financial institutions and offer a defined set of terms and conditions. Unlike traditional bonds, structured notes can be linked to various underlying assets like stocks, commodities, or even market indexes. This flexibility allows for creating notes with specific risk-return profiles, catering to diverse investor needs.
PWA offers their clients with partnerships with leading institutions for unbiased recommendations and exclusive access.
Financial advisors act as personal guides through the often complex world of finance. They work with individuals, families, and sometimes businesses to assess financial goals, risk tolerance, and current financial situation. Based on this comprehensive evaluation, financial advisors create personalized plans that encompass investment strategies, retirement planning, tax optimization, and wealth management. They can also provide valuable guidance on topics like budgeting, debt management, and insurance needs. By offering ongoing monitoring and adjustments as circumstances evolve, financial advisors aim to empower clients to make informed financial decisions and achieve their long-term financial objectives.
Through our extensive network of allies, you will find comprehensive wealth management and 360-degree wealth advisory services, including:
PWA Family Office saves its clients time and resources by implementing their own family office from a single central and coordinated point, offering our FO services so that they can become their own, with a fraction of the cost, resources and time compared to setting it up on their own.
Access to the most important global investment platforms and custodians: BNY Mellon Pershing, JPMorgan Private Bank, Charles Schwab.
A comprehensive, multi-currency global investment platform with access to a full range of traditional investments such as stocks, bonds and funds, as well as non-traditional investments such as private equity, private credit, derivatives and others.
Team specialized in trading operations, FX, quantitative analysis, administration and transactions. Comprehensive management of liquidity, banking and payments at a global level.
Team comprised of advisors, analysts, researchers, and asset allocation and portfolio managers. Access to the world’s leading investment managers and a Chief Investment Officer (CIO).
Access to a leading platform for integration and centralized reporting of all financial and asset data.
Access to financial software such as Bloomberg, Morningstar and specialized tools for portfolio and risk management.
Creation and implementation or review and strengthening of the Investment Policy Statement. Creation and implementation, or if one already exists, extension, of the investment committee.
Access to a leading platform with a wide range of Private Equity and Private Credit opportunities from leading global entities, both in traditional and semi-liquid versions.
Access to the structured notes desks of leading global financial institutions.
Access to insurance solutions with an investment component in the United States and other jurisdictions to optimize the preservation and
multiplication of multi-generational assets.
Network of specialized teams of lawyers and tax specialists in estate and succession planning, tax optimization, legal/asset protection and creation of structures for efficient asset management and the transmission of the legacy to future generations (NextGen) at an international level.
Access to Family Governance experts who support the creation of family protocols, succession planning, conflict resolution and improvement of family communication, among other important topics for the family legacy. Access to corporate governance experts who support the framework of standards and practices, which refer to the structures and processes for the management of companies.
Extensive network of local and international insurance specialists, with access to the main insurance institutions, with access to a wide range of solutions.
Teams specialized in various types of financing, including aircraft, vessels, portfolio financing, mortgages, working capital, SME loans, among others.
Access to expert teams in mergers and acquisitions (M&A), business sales and purchase, and access to capital and debt globally.
Training programs, internships and certification in investments and financial education for future generations.
Client accounts are held and securities cleared through
Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC
Advisory Services Offered Through Bolton Global Asset Management, a SEC Registered Investment Advisor. Representatives of PWA are not attorneys or accountants/CPAs. If you need legal or tax advice, please seek the assistance of a lawyer or a CPA.
State securities laws require that your Financial Representative be registered in the state in which you live. For this listing, please refer to the Broker Check Link provided.
Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA’s BrokerCheck. Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer. For more information, visit https://finra.org or https://sipc.org. Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.
Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.
EO1/EOA0003.
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