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OUR SERVICES

Safebay Capital Partners provides independent financial advice seeking to generate added value to its customers through the following services:

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Selection of financial institution entities

We only work with entities of recognized solvency and international prestige, attempting to select the best platform according to the specific needs of each client. Depending on whether the client has needs for investment, financing, etc. we identify the best entity by comparing operating costs in each platform.

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Investment Services

We provide access to capital markets through a wide selection of financial instruments:

  1. Liquidity and Foreign Currency: We have liquidity funds and multi-currency platforms, and can operate in all unrestricted convertible currencies in a single account.

  2. Fixed Income: Unlike most financial institutions, our platform offers open access to all suppliers that provide fixed income products. This allows us to operate with any trading desk registered in the USA and obtain the best prices for the client. We carry out transactions in multiple products, including corporate bonds, emerging market bonds, municipal and agency bonds, mortgage-backed securities, government bonds, preferred shares and certificates of deposit.

  3. US and International Equity: We offer access to operate in the American stock market both in stocks and ETFs and in more than 60 global equity markets.

  4. Common Investment Funds: Through our platform we can access a wider range of mutual funds from recognized asset management companies. We utilize independent analysis systems for the selection and analysis of investment funds.

  5. Structured Products: We have an open platform of structured products and we maintain relationships with several issuers of recognized solvency. This allows us to obtain quotes from different entities and choose the best issuer for the client.

  6. Options: We operate in the options market.

  7. Alternative Investments: Our platform provides the possibility for investors to have access to the best hedge fund managers, investments in private equity funds and real estate investments.

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Financial investment portfolio management

We provide investment portfolio management services in a discretionary and non-discretionary manner. Together with the client, we define specific risk parameters for patrimony management. Within the management, we monitor the investments and generate the necessary profitability reports for the management control of the investor.

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Profitability reports and portfolio analysis

We consolidate information from different financial entities and integrate them into our analysis system allowing the investor a higher level of analysis of the investment portfolio.

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Financial Strategies

We carry out financial projection studies analyzing in detail the financial situation of the client and we make projections according to the long-term objectives of the client.

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Capital Markets

We provide consultancy in the structuring of credits, access to the capital markets both in debt issuance and search of capital for investment projects.

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. ā€‹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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