top of page

INVESTMENT GUIDANCE

Whether the plan member is new to the workforce and to the concept of retirement/savings or an long-term experienced  employee, we have the experience, knowledge and tools to ensure each employee makes smart investment decisions.

​

Each plan member has access to Investment Specialists via a dedicated email address, WebEx presentations or phone appointments. Investment Specialists can assist to ensure plan members understand:

​

  • How their plan works

  • The investment options offered

  • How to calculate their risk levels

  • How to allocate their contributions to their selected investments

  • How to determine the level of contribution they should elect per pay period based on their own budgets

  • How the plan plays into their overall financial goals/savings and life events

 

If your current plan vendor does not offer Investment Guidance, we can provide this service on a stand alone basis. Please Contact Us for further information.

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 
579 Main St., Bolton, MA 01740. 978-779-5361


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

Delta Global Investment Services, 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.  

​

Delta Global Investment Services © 2023. All Rights Reserved.

​

SM1/SMA0003a

bottom of page