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 interests and are willing to act as a co-fiduciary for our clients.
• Performance Monitoring Reports
• 403(b), 457(b), & 401(k) Vendor Searches
• Investment Policy Statements
• Asset Allocation Strategies
• Asset/Liability Modeling
• Peer Surveys & Benchmarking
• Fiduciary Education
• Manager Searches
• Plan Reviews
• Fee Analysis & Negotiation
• Plan Design Analysis & Implementation
“We stand behind our advice to our clients by contractually serving as a fiduciary”
- Carol Boykin, CFA and Managing Director
443-573-3903
*Our Form ADV II is available upon request
Copyright (c) 2008 Bolton Partners, Inc. All rights reserved.
