ACCOUNT ACCESS

PWA Process

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Determining customer goals

  • Investment Objective: Capital Preservation, Income Generation, and/or Capital Growth
  • Risk Parameters: Low, Moderate, High
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Investment Policy Statement

  • Definition and implementation of the personalized investment policy for the investor, the investing family or the institution.
  • Definition of monitoring and advisory parameters.
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Determining Asset Allocation

  • Optimize asset allocation between cash, government bonds, credit, equities and alternatives based on expected returns, risk premiums and financial market regime in accordance with the client's profile, objectives and investment policy.
  • Volatility regime change strategies using quantitative, qualitative, technical and fundamental analysis empowered with Machine Learning.
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Portfolio Construction and Monitoring

  • Individual (“Bottom-Up”) Analysis of Instruments and Their Selection
  • Portfolio Risk and Return Monitoring
  • Repositioning to Respect Risk Limits and Market (Regime) Changes

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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.

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