Experience You Can Trust
Boltwood Capital Management is a registered investment advisory firm regulated by the Securities and Exchange Commission. We actively manage diversified portfolios for taxable and non-taxable clients including: high-net-worth individuals, trusts, non-profits, foundations and retirement accounts. We have sixty-five individual relationships representing over one hundred separate accounts.
While we do not have custody of the assets, we maintain complete records of all client holdings and transactions. We select and hold individual securities. When changes are made to an account, clients are notified by us in a timely manner. We reconcile holdings to the custodian on a daily basis. This process gives us experience working with both banks and brokerages as custodians.
As part of our firm's services, we deal with all shareholder actions including the voting of proxies. We provide assistance in financial matters and can refer clients to other professionals as needed. We are fee based and held to a fiduciary standard. As a fiduciary, we have an obligation to place the interests of our client’s first. Each quarter we generate a holdings statement for each account as well as a performance report. We included with these our investment letter which highlights our thoughts on current events and how they shape the markets.
Wholly owned by employees, we have come to believe that customized investment advice and money management services are best delivered through a small firm on a client by client basis. This approach allows Boltwood to have fewer clients per manager while providing more time to focus on client’s investments.