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Portfolio Evaluations Inc. (PEI) is a privately-owned, investment consulting firm that was founded in 1992.
We operate in a truly independent, non-affiliated capacity to provide financial consulting services to fiduciaries
that are responsible for institutional investment plans. These include: 401(k), 403(b), 457, Taft-Hartley,
pension, profit sharing, board-designated funds, foundation and endowment.
The firm has experienced steady growth since its inception in 1992 and currently maintains nearly 200
institutional relationships with approximately $16 billion in collective plan assets. Our clients span a wide
variety of industries including: ad agencies, airlines, banking, construction, environment, fashion, healthcare,
hospitals, law firms, manufacturing, non-profit, publishing, real estate, retail, trade unions, universities, and
utilities.
Due to this growth, we moved our corporate headquarters in July 2007 to a new location in Warren, New Jersey – approximately 35 miles from NYC. Further, since our clients are located across 33 states, the firm recently
opened four other offices in LA, Dallas, Chicago, and Atlanta.
PEI provides the following comprehensive suite of services.
■ Fiduciary Checklist
■ Investment Policy Statement Development & Review
■ Investment Committee Charter Development & Review
■ Asset Allocation Modeling
■ Unbiased Investment Performance Evaluation
■ Comprehensive Analysis of Plan Fees for Participant and Trustee ■ Directed Plans
■ Investment Manager and Mutual Fund Searches
■ Full Service Provider Search for Defined Contribution Plans
■ Investment Management Process Review
To learn more about how PEI can assist in truly fulfilling your fiduciary responsibilities, please contact us at
973-538-4347 or visit www.porteval.com.
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