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About Us
 

Bolton Partners was founded in 1981 by Robert G. Bolton, FSA, EA.  We are an independent actuarial and employee benefits firm headquarted in Baltimore, Maryland and with offices in Washington, DC and Boca Raton, Florida. We also provide investment consulting services through Bolton Partners Investment Consulting Group, Inc. We are not affiliated with insurance carriers, mutual funds or other businesses. Bolton Partners is an employee owned firm.

Our employees specialize in actuarial, benefit and investment consulting services for corporate, public sector, multi-employer plans and not-for-profit organizations. We have a national client base and a reputation for the highest quality and integrity of work.

 
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 Leaders
 

Consultant depth is our strong point at Bolton Partners. The leaders of our three divisions each have over 20 years of senior consulting experience in their respective fields:

 
 
Bolton Partners' News & Bulletins
 
 

 

New Standards for Setting Actuarial Assumptions for Multiemployer & Public Sector Plans on the Horizon

 

The new PPA valuation standard [...] is similar to the standard for insurance company valuations. While pension funds potentially can make-up shortfalls ...

 
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What We Do...
   

Actuarial & Retirement

In a changing world, Bolton Partners can help manage a pension and retirement program that keeps your plans on point with your goals.

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Health   &   Welfare

Our Health & Welfare department offers clients a highly experienced team of professionals, including 4 CEBS, who exhibit technical excellence and an                       unyielding dedication to personal service.

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Investment Consulting

Bolton Partners Investment Consulting Group, Inc. provides independent investment consulting services. We are not affiliated with any brokers or investment managers, and we do not accept soft dollar payments. We avoid conflicts of interest and are willing to act as co-fiduciary for our clients.

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Copyright (c) 2008 Bolton Partners, Inc. All rights reserved.
  1-800-394-0263 ● info@boltonpartners.com