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Investment Management

Vaughn Woods Financial Group personalizes investment management to your unique corporate philosophy by integrating human capital along with decades of experience, access to world-class research and advanced securities analysis. We maintain each unique corporate portfolio with the Total Quality Management system. Total Quality Management begins with establishing a plan of action for realizing your company’s one-of-a-kind goals. Your plan is implemented and constantly monitored for performance relative to appropriate benchmark indices. Based on the performance of your portfolio, we adjust your plan of action to be best positioned for the ever-changing economy.
As a client, you have a direct line of communication with your actual portfolio manager, allowing you to stay informed about investment strategy and market outlook.
Contact us today to learn more about the benefits of our investment management services.
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    • Vaughn Woods
    Financial Group

    2226 Avenida de la Playa
    Suite A
    La Jolla, CA 92037

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    Notice

    Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978-779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor. Fee paid to Goldline Research for administrative costs. CA Insurance #0575347

    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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