Bolton Partners Investment Consulting Group provides investment consulting to institutional benefit plans. Services include setting investment goals, reviewing investment policies, developing asset allocation strategies, monitoring performance, analyzing markets, and reviewing plan fees. Bolton Partners acts as a fiduciary and works in the best interest of its clients. The firm provides both discretionary and non-discretionary investment advisory services.
Assets Under Management$140M
Clients10
Advisors7
Avg. per Client$14M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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