Bolton Partners Investment Consulting Group provides investment consulting and advisory services exclusively to institutional benefit plans, such as pension plans, welfare funds, and various types of retirement plans including 401(k) and 403(b) plans. Founded in 1994 and based in Towson, Maryland, the firm operates as an employee-owned company and acts as a fiduciary for its clients. Their core services include creating and reviewing investment policy statements, developing asset allocation strategies, monitoring investment performance, benchmarking fees, conducting investment manager searches, and providing fiduciary training to plan committees. The firm works on both a discretionary and non-discretionary basis, focusing at the plan and manager level rather than selecting individual securities.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.