Bolton Investment
Contact
Phone: 443-573-3901
Website
Description: Fees matter! We’re an independent, investment advisory firm providing fiduciary assistance and implementing best practices for Maryland public employers offering 457(b), 401(a), pension plans and OPEB trusts. We’ll evaluate the quality of your plan’s investment lineup and benchmark the "hidden" fees. Our recent assignments have reduced participant fees by 50%+ and improved the quality of investment lineup. Our favorite question: How does your organization’s retirement plan measure up? We don’t sell any financial products.
