Clearing and Custody

Our Resources

Worldwide Access to Markets

Bolton provides clients with the broadest possible access to the world’s financial markets and investment products.

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BNY Mellon Pershing Clearing and Custody

BNY Mellon Pershing is the world’s leading correspondent clearing firm and is a wholly owned subsidiary of BNY Mellon.

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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.

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Excess Account Protection

The Securities Investor Protection Corporation (SIPC®) provides account protection up to $500,000 in value, including $250,000 in cash awaiting reinvestment.

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

Research and Commentary

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Monthly Market Report

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Macro Outlook

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Politics Newsletter

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