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Portfolio Evaluations, Inc.


  • Consulting Services
    Investment Consulting, Investment Policy Statement Review, Investment Committee Charter Review, Performance Evaluation & Monitoring, Manager Search & Selection, Asset Allocation Analysis, Asset/Liability Analysis, Plan Fee Benchmarking, Vendor Searches, Custodian Searches, Special Projects
Portfolio Evaluations, Inc. is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services. Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance, direction, and education to the fiduciaries of institutional investment programs.

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