Bolton Partners Investment Consulting Group, Inc. provides independent investment consulting services. We specialize in solutions for Defined Contribution plans, Defined Benefit plans, OPEB Trusts and VEBAs.
We hold ourselves to high standards by delivering quality work, meeting deadlines, and being accessible.
• Retirement Plan Performance Monitoring Reports
• Vendor Searches for 403(b), 457(b), & 401(k) Plans
• Investment Line-up Reviews
• Investment Policy Statements
• Asset Allocation Strategies
• Asset/Liability Modeling
• Fiduciary Education
• Investment Manager Searches
• Plan Reviews
• Fee Analysis & Negotiation
• Peer Surveys & Benchmarking
• Plan Design & Implementation
“We stand behind our advice to clients by contractually serving as a co-fiduciary”
