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GLOBAL PLAN INVESTMENTS

Our approach to the investment options for  your global plan is simple:
 

  • Utilize an open architecture fund neutral offering with no proprietary requirements

  • Utilize daily traded investments with no holding periods

  • Disclose, prior to selection, any revenue we would receive from any investment option

  • Efficiently trade all funds in one omnibus account, not directly with fund managers, to ensure daily trading, minimal trading costs and continuous investment of participant money


Our open architecture offering allows you as the client to select from a range of world class fund managers with no restrictions. Our range of funds covers many share classes, currencies, asset categories, geographic and religious areas.

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The options that are selected for your plan should reflect the plan membership – Where are our employees from? Where are they working?  Offering investments that employees are interested in, and can relate to, will benefit them in the long run.

 

The offshore fund trading platform has the following features:
 

  • Ability to choose active and/or passive investment options

  • Ability to select from over 2000 multi-currency funds from over 55 world leading fund managers

  • Ability to custom build SMaRT Target Date models and/or Risk-Based Strategy models


Contact Us for further information on our Global Plan Investment Options.

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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.  

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Delta Global Investment Services © 2023. All Rights Reserved.

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SM1/SMA0003a

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