TRUSTED FINANCIAL ADVISORS
WE ARE
DUPONT & ALONSO GROUP
The story begins in 2010, when Fede, Andy and Joaquin met while working together in Wells Fargo Advisors in Miami.
Even though the three of us came from different backgrounds, life experiences and life stages, we quickly realized that we worked incredibly well together and managed to find a unique and harmonious productiveness as a team that was not easy to find.
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We have built our philosophy based on putting the collective above the individual. Keeping this in mind, we know that we can create great things and have the most positive impact from the place we each take in our team.
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WHO WE ARE
We have built our philosophy based on putting the collective above the individual. Keeping this in mind, we know that we can create great things and have the most positive impact from the place we each take in our team.
BOLTON GLOBAL CAPITAL
KEY TEAM MEMBERS
The above Bolton Global Capital team members are exclusively employed by Bolton Capital Group and licensed with Bolton Global Capital
(Member FINRA,SIPC), the introducing broker dealer of Dupont & Alonso Group
WHAT WE DO
We strive to make our fundamental values our way of life and seek to achieve relationships based on trust.
Financial Strategies
With rigorous research, portfolio discussions directly with our clients, and industry leading insight & tools we find the exact balance between cash, bonds, stocks and alternative investments. We then determine a custom asset allocation that lays the foundation of a strong portfolio according to our client’s needs and long-haul projection goals.
Consolidated Reporting
We offer our clients tailor made proprietary global consolidated reporting. We always provide transparent information, letting our clients know exactly what assets they own, and then carefully explain how they fit into their investment strategy through regular contact with our advisory team.
Custody Selection
At Dupont and Alonso Group, we are an Independent Multi-Family Office who works directly for our clients, and not a bank. We have confidence in the custodians we use, but are not bound to any. This allows us to continuously analyze the pros and cons of each custodian without conflict of interest and choose freely what is the best fit for our individual client’s requirements and needs.
INTEGRITY
COMMITMENT
AVAILABILITY
FOCUS
DEDICATION
Getting to know you
We work closely with each and every client to define their state of affairs, their lifestyle, and goals. It is during this initial stage that we find out about who each client is, and begin formulating a plan to ensure that their vision will live for generations to come. We listen, learn and work with them to build on existing assets – respecting the choices they’ve made up to the start and in the future.
Financial Strategies
We will teach you everything we know in order to help you make the most of what you’ve earned and saved. We will provide clear and direct recommendations with our insight on how to fulfill your life, depending on each client’s goals as well as offer new ways to help our clients make the best decisions for life’s biggest moments.
Growing with you
Having your progress tracked within our portfolio, we strongly believe in giving our clients the most knowledge and time possible to understand the performance and progress, and how they can reach their goals communicated to us previously. As your goals change over time, so will your financial strategy, and we are here to help that adapt and succeed. With sufficient guidance designed specifically for you and products built to address your needs at every stage of your life, we help our clients secure their wellbeing so that they can live their life in the most meaningful way possible.
HOW WE WORK WITH CLIENTS
RECOGNITIONS
