Bolthouse Investment Management Services

Bolthouse Investment Management Services, established in March 2008, is a privately-owned investment advisory firm based in Bakersfield, California. The firm primarily offers Investment Management Services through private partnerships, focusing on asset allocation and investment selection for accredited investors. Bolthouse Investments charges asset management fees based on a tiered structure, ranging from 0.35% to 0.50% per annum. The firm also provides consulting services at negotiable hourly rates and bill pay services separately. Clients are required to maintain a minimum account size of $500,000, which may be waived at the firm's discretion. The firm exercises full investment discretion over the management of the Funds, while for non-discretionary accounts, Bolthouse Investments makes investment recommendations to clients. Clients receive regular account reviews, and the firm monitors and rebalances portfolios based on individual circumstances. Bolthouse Investments encourages clients to custody their assets at Schwab and receives support services and products from Schwab, which may indirectly influence the recommendation of Schwab for custody and brokerage services. The firm has no disciplinary information and operates with transparency regarding its business practices and affiliations. For more information, clients can contact Anthony L. Leggio or Brad Jantz, who have extensive educational backgrounds and business experience in the financial industry. Supervision of personnel is overseen by Mr. Leggio and Michelle Campbell, the Chief Compliance Officer.