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OUR DIFFERENTIATOR

Investment Process

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Our investment process and philosophy is aimed at meeting the goals of our clients. Therefore, we always consider the preservation of capital as the fundamental pillar when making investments. The portfolio is divided into three parts, each with a special selection of assets that meets a particular predetermined objective. Together, the three divisions create a moderate portfolio that gives us risk and return that fit our parameters.

  • Short-term capital protection

  • No particular bias for benchmark indices (S&P 500, MSCI World Index)

  • Flexible approach with orientation to the philosophy of "value"

  • Ability to invest across all asset classes, regions, sectors and company sizes

Asset Distribution

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Everyone has different financial goals that go beyond investing and expecting positive results. To achieve these goals, it is necessary to have a strategy that provides an attractive risk-return profile that fits the needs of each one.

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We have designed 4 model portfolios, which allow us to provide different options that fit your risk and return objectives. After a preliminary analysis of particular profiles, we select the model that best fits.

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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

Ballestas Group, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

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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Ballestas Group © 2023. All Rights Reserved.

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