Founded in 1981, Bolton Partners has been providing actuarial, benefit, and investment consulting services and solutions for employee benefit plans for more than 30 years. Since our inception, the hallmarks of our firm have been specialized expertise and dedication to our clients.
View a visual timeline of our growth as a company over the years.
The beginning. Robert (Bob) Bolton starts Bolton & Associates Actuaries & Consultants, Inc. The newly formed company has an office in the Teacher’s Building located next to lake Kittamaqundi in Columbia, Maryland. Bob’s paramount clients are the Park Sausage Co., Maryland MTA, and the Baltimore Orioles.
Bolton & Associates begins to grow. Bob now has 4 employees, including Charles Blazek III, MAAA, EA.
Bolton & Associates moves to the city. The young company has more than doubled in size (now with 10 employees), and Bob Bolton makes the strategic decision to move the office to a brownstone located at 16 East Eager Street in Baltimore City.
The first merger occurs. Bolton & Associates has been doing some health & welfare consulting, but the strength is the pension actuaries. Bob makes another strategic decision to merge with Charlie Offutt, president of the Offutt Group, and form Bolton Offutt, Inc. This union represents the expansion of Bolton’s Health & Welfare consulting division.
Bolton Offutt, Inc. moves to Harbor Court. The company continues to grow and is in need of more space. Bob and Charlie decide to move to the newly built Harbor Court building located on Charles Street, across from the Inner Harbor. The building is of modern design as it has a hotel, health club, condominiums, shops, and offices all on the premises. The Towers at Harbor Court is the tallest residential building in Maryland.
Another merger. Dick Donovan joins the firm, and the corporate name becomes Bolton Offutt Donovan, Inc. The addition of Mr. Donovan strengthens our Executive Compensation expertise.
Adding expertise. Mike Graber, Ph.D., FSA, joins the firm. Mike has worked as an Actuary for the IRS and becomes our in-house pension law expert.
Change is in the air. The Investment Consulting Group (ICG) is formed. Charlie Offutt leaves the firm; the corporate name remains unchanged. Ross Coffey, CEBS is hired as Director of our Health & Welfare division.
Thomas Lowman, FSA, joins the firm. The hiring of Mr. Lowman enriches our actuarial expertise as well as expands our public sector clientele. Tom is also the key player in acquiring our first Pension Benefit Guaranty Corporation (PBGC) contract.
Back to the beginning. Dick Donovan retires, and Bolton Offutt Donovan, Inc. becomes Bolton Partners, Inc.
The Florida office opens. Bolton Partners has clients in over 20 states; a growing number of them are in Florida. The office is located in Boca Raton and is run by Bob Bolton and Jeffrey DeLisle.
Northeast expansion. Bolton Partners acquires Stephen R. Thomas Actuarial Associates, a New Jersey based employee consulting firm. We open our Philadelphia office shortly after the acquisition.
Moving. Bolton Partners headquarters relocate from the Harbor Court building to the newly renovated Transamerica Tower at 100 Light Street. The acquired Stephen R. Thomas company is renamed Bolton Partners Northeast, Inc.
Bolton Health Actuarial, Inc. (BHA) is established. BHA provides health actuarial consulting services to health plans, insurers and federal and state governments. BHA is retained by CMS (Center for Medicare and Medicaid Services).
President of the Company's Investment Consulting Division, Carol Boykin, CFA, resigns to take the position as Representative of the Secretary-General for the investment of the assets of the United Nations Joint Staff Pension Fund. She will be responsible for the investment of the U.N.'s $55 billion defined benefit plan. Don Lybrook, MSF is appointed Chief Investment Officer.
Boca Raton Office
7279 Panache Way
Boca Raton, FL 33433
675 Seminole Avenue, NE
Atlanta, Georgia 30307
36 S. Charles Street
Baltimore, MD 21201
9000 Midlantic Drive
Mt. Laurel, NJ 08054
1615 L Street, NW
Washington, DC 20036
Copyright (c) 2008 - 2017 Bolton Partners, Inc. All rights reserved.
325 Sentry Parkway
Building 5 West, Suite 200
Blue Bell, PA 19422
720 South Colorado Blvd.
Denver, CO 80246