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COMPANY PROFILE

Brightstone Capital is an independent wealth management firm focused on serving the investment needs of captive insurance companies on a global basis. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. Our focus is on our clients’ liquidity needs and risk profile.

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Our financial advisors have over 75 years combined experience in international wealth management with an in-depth understanding of the challenges, goals, preferences, styles and strategies that distinguish captive insurance companies. As a truly global institution, we have an acute knowledge of financial opportunities and their potential risks. This combination better positions us to develop, structure and execute strategies for our clients’ most important financial needs.

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At Brightstone Capital, we firmly believe on helping our clients succeed by following a disciplined consultative process:

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  1. Initial assessment to determine risk profile and time horizon

  2. Develop and implement customized investment policy and plan

  3. Ongoing monitoring and active management of investment portfolio

  4. Periodic reviews of investment portfolio and risk profile

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

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor
Brightstone Capital, 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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FA1/FAA0017

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Brightstone Capital © 2023. All Rights Reserved.

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