The Bolton Partners Investment Consulting Group provides independent
investment consulting in asset planning services to the employee
benefit marketplace. Typical services are:
· Investment policy development & review
· Comprehensive asset allocation strategies
· Investment manager search & selection services
· Investment performance monitoring & review
· Due diligence reviews
· Asset/Liability duration matching
Our Investment Consulting Group is one of the country's leading TSA
consultants having worked with many school jurisdictions and hospitals to develop
and implement formal TSA vendor selection and review procedures. We also provided
comparable vendor negotiations for 401(k) and 457 plans.
Bolton Partners makes sure that the plan follows all IRS guidelines
and that any inferior or high-cost programs are replaced with more
affordable options.
