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About Us
• Bolter is a registered independent investment advisor providing traditional portfolio management for a select number of clients. Clients include individuals, families, trusts, charitable organizations, and retirement plans.
• Bolter has been supervising client investments since 2001. Though small in number, our professional team has decades of investment experience and an outstanding record of providing positive client returns. Our organizational structure allows us the flexibility to anticipate and respond quickly to changing markets, and also foster close relationships with clients. Many clients have been with our investment team for over 25 years.
• Portfolios are managed individually within the guidelines and objectives that are established with each client. Our attention to each client enables us to maximize investment returns while being considerate of individual financial security, risk tolerance and investment goals.
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