We live in a world of overlapping perspectives, where new information is constantly reshaping the investment horizon.
We believe that consistent analysis of economic conditions and regular communication with clients leads to superior performance.
We combine an understanding of different perspectives with the ability to implement an investment discipline.
Established in 1986, Boltwood Capital Management is an independent investment advisory firm founded on the principle of creating long term relationships with clients based on trust and personalized attention.
We view risk control at the center of our client experience and key in our ability to provide performance over the long term.
Before establishing a client portfolio, we thoroughly review all assets, goals and events in each client’s short, intermediate and long term horizon to identify the appropriate strategy.