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OUR PRINCIPLES

To achieve the objectives that we have set for ourselves, we follow certain principles that we keep in mind at all times:

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  • Independence: We are committed to providing an independent advisory service and without any conflict of interest. Our analysis is based on our own management models while also incorporating different sources of information, including analysts from different financial institutions and independent analysts.

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  • Transparency: Whatever the type of advisory model, our philosophy is to provide total transparency to the client in terms of cost and investment analysis.

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  • Austerity: We permanently optimize internal processes and strict control of operating costs, both in our company and in our clients’ investment portfolio with the aim of increasing net profitability.

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  • Innovation: We believe in seeking continuous improvement every day by trying to innovate in different areas related to our work. We carry out a permanent survey of new technologies within the industry to improve the quality of service, increase our capacity for technical analysis and automate processes of low added value.

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  • Discipline: We believe that once an objective is defined, the discipline in the execution of the action plan is key to success. We seek to maintain consistency and perseverance in the long term according to the defined strategy.

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Safebay Capital Partners, 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.

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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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Safebay Capital Partners © 2023. All Rights Reserved.

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