Bolton Investment

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.




Chat Room:

Time: June 29, 8:00 am to June 30, 6:30 pm

Join Microsoft Teams Meeting

+1 443-961-4407

Conference ID: 259 902 66#