Bolton Investment

Bolton Partners Investment Consulting Group, Inc. is a Registered Investment Adviser with the SEC, established in 1994. Specializing in providing investment consulting to institutional benefit plans, they offer services such as formulating and reviewing investment goals, updating Investment Policy Statements, asset allocation strategies, performance monitoring, and plan design consulting. Acting as fiduciaries, they work in the best interest of clients and are certified by the Centre for Fiduciary Excellence. The firm offers both discretionary and non-discretionary advisory services, tailored to each client's needs. They do not receive revenue sharing or participate in wrap fee programs. Bolton Partners charges fixed annual fees, a percentage of assets under advisement or management, or hourly rates. They do not charge performance-based fees. The firm serves sponsors of retirement and benefit plans, including public sector, multi-employer, corporate, and not-for-profit employers, with no minimum account size requirement. Investment strategies include creating and reviewing Investment Policy Statements, asset allocation modeling, performance monitoring, fee benchmarking, manager selection, and plan design. The firm does not engage in direct securities trading and does not have custody of client assets. They offer discretionary solutions and have an internal Investment Committee that reviews discretionary accounts regularly. Bolton Partners does not have any legal or disciplinary events to disclose and has no financial conditions preventing them from meeting contractual commitments.