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 $2.5 trillion in client assets for 11 million individual investors and institutions. The company has $6.5 billion in annual revenues with a market capitalization of over $40 billion. Charles Schwab is a member firm of the New York Stock Exchange, FINRA and SIPC.


Schwab Insights and Ideas

Access to Charles Schwab research
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BNY Research and Commentary