Esphera Capital bridges the gap between past achievements and traditions with the present, fostering growth, development, and success for future generations.
We base our work on trust and fundamental values to build strong relationships.
We use research and insights to create personalized portfolios, balancing cash, bonds, stocks, and alternative investments to match each client’s long-term goals.
We provide clear, customized global reports, ensuring clients understand their assets and how they align with their overall investment strategy.
As an independent office, we assess various custodians, selecting the best fit for each client’s needs, free from conflicts of interest.
When investing, we treat our clients’ money with the utmost care, as if it were our own. Aware of the trust placed in us, we are meticulous and cautious in our investment selections, prioritizing responsible strategies that carefully balance risk and reward.
We focus in the quality of investment rather than the quantity.
We avoid letting fear, greed, or panic drive investment decisions
“Time in the market is more important than timing the market.”
“Don’t put all your eggs in one basket”
We allocate most of our investments in the US market.
Getting to Know You
We work with clients to understand their goals and create a plan to ensure their vision lasts.
Financial Strategies
We provide clear advice to help you make the best financial decisions for life’s key moments.
Growing with You
We track your progress and adjust strategies to help you achieve your goals at every stage of life.
Getting to Know You
We work with clients to understand their goals and create a plan to ensure their vision lasts.
Financial Strategies
We provide clear advice to help you make the best financial decisions for life’s key moments.
Growing With You
We track your progress and adjust strategies to help you achieve your goals at every stage of life.
Guiding legacies, building futures.
Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC. Advisory Services Offered Through Bolton Global Asset Management, a SEC Registered Investment Advisor. Esphera Capital,, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing. 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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