Overview
Founded in 1994, Bolton Investment Consulting Group, Inc. (“BPICG”) provides investment consulting
to institutional benefit plans such as trustee directed OPEB, Welfare, Pension, DROP and LOSAP and
participant-directed 457(b), 403(b), 401(a) and 401(k) plans. These services include the formulation and
review of investment goals and objectives, reviewing and updating Investment Policy Statements,
developing and implementing asset allocation strategies, performance monitoring, measurement and
reporting, analysis of financial and economic markets, plan design consulting, and reviewing plan fees.
We are an independent investment consulting firm that acts as fiduciaries on the plans we advise, and
strictly work in the best interest of our clients. We are an investment advisor under the Investment
Advisor’s Act of 1940, and serve as both a discretionary or non-discretionary advisor. We are also
certified by the Centre for Fiduciary Excellence (CEFEX). We do not receive any revenue sharing, soft
dollars, and do not participate in wrap fee programs. 100% of our revenue is derived from institutional
investment consulting and we do not receive any indirect or third-party compensation.
Our parent company is BOD Group, Inc. and we are affiliated with Bolton Partners,
Inc., which is an
actuarial and employee benefits consulting firm. We are a 100% employee-owned C corporation.
BPICG provides both discretionary and non-discretionary investment advisory services to institutional
investors. The majority of our consulting is non-discretionary and the services we provide include:
• Investment Policy Statement Creation and Review
• Asset Allocation Modeling and Analysis
• Performance Monitoring & Reporting
• Fee Benchmarking and Analysis
• Plan Provider Searches
• Committee Training and Education
• Selection and Monitoring of Investment Managers
• Plan Design and Review
We tailor our advisory services to the needs of each client. We make every effort to ensure that we
incorporate each client's objectives and constraints in our analysis so that we identify appropriate
solutions. All our investment advice is at the plan and manager or fund level. We do not provide security-
specific advice.
As of December 31, 2023, BPICG’s Assets Under Advisement were approximately $6,849,072643,
where we act as a 3(21) fiduciary. As of the same date, we had approximately $60,991,211 in Assets
Under Management, where we act as an ERISA 3(38) Investment Manager.
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