Charles Schwab Clearing and Custody

For advisory based accounts, Bolton offers clearing and custody through Charles Schwab. This full featured platform offers domestic and international clients access to all major exchanges and investment products with trading in 12 foreign currencies.

Founded in 1971, Charles Schwab hold $4.3 trillion in client assets for 11 million individual investors and institutions. The company had $10.7 billion in 2019 annual revenues with a market capitalization of over $44.61 billion. Charles Schwab is a member firm of the New York Stock Exchange, FINRA and SIPC.

BNY Mellon Global Markets

Market Insights

Bolton Global Capital is not a subsidiary or division of BNY Mellon or Pershing and has no relationship to either company other than offering clearing and custody services provided by Pershing to Bolton customers on a fully disclosed basis.

Economic Newsletter

A new edition of the World Economic Outlook (WEO), produced quarterly by the staff of the International Monetary Fund (IMF), was released mid-October: The IMF projects that the global economy will grow 5.9 percent this year (0.1 percentage point lower...

Monthly Market Report

Although it is yet uncertain whether the geopolitical situation will be clearly and fairly resolved, markets chose to focus on a positive angle and on "good intentions", testing a rebound that drove March to end in positive territory and reducing...

Macro Outlook

LatAm ConsultUs Macro Outlook for equities, fixed income, commodities and cash.

Politics Newsletter

“It is not sustainable." The World Health Organization’s director general, Tedros Adhanom Ghebreyesus, summed up with these words what the health agency concluded on the anti-COVID policy of the Chinese authorities which is shaking the world economy. Surely many of...