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 a co-fiduciary for our clients.

Investment Consulting Clients:

• Defined Benefit Plans
• Defined Contribution Plans
• Endowments
• VEBAs
• Reserve Funds
• Post Retirement Medical Plans

Defined Benefit Services:

• Performance monitoring reports
• Investment Policy Statement development & implementation
• Asset allocation strategies and Asset Liability Modeling
• Manager Searches
• Negotiation of fees
• Fiduciary education

Defined Contribution Services for 403(b), 457, 401(a), and 401(k) plans:

• Vendor Searches
• Performance monitoring reports
• Manager Searches
• Plan design analysis and implementation
• Peer surveys and benchmarking
• Fee analysis and negotiation
• Fiduciary education

GASB 45 Services:

• Investment Policy Statement development & implementation
• Asset allocation strategies and Asset Liability Modeling
• Manager Searches
• Performance monitoring reports
• Plan design - pooling options, etc.
• Plan documents
• Funding solutions offered by our actuarial division

For Investment Consulting assistance contact InvestmentConsulting@BoltonPartners.com.