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  • 29

    years of experience

  • $105B

    assets under advisement

  • 97%

    client satisfaction rate

  • >200

    client relationships

  • 29

    years of experience

  • $105B

    assets under advisement

  • 97%

    client satisfaction rate

  • >200

    client relationships

How We Help

We provide you with the tools and resources needed for building and maintaining an effective investment program, covering fiduciary governance, investment manager due diligence and administrator research and oversight.

Explore Our Capabilities

Seamless delivery by specialized experts cover the full spectrum of your needs

  • Fiduciary Consulting Group: Fiduciary Governance
  • Consulting Support Group: Plan and Investment Compliance
  • Investment Research Group: Manager Due Diligence
  • Provider Solutions Group: Administrator Research

A Tenured Team to Guide You

Our cross-functional experts serve as an extension of your committee to deliver objective advice, educate your fiduciaries and improve the effectiveness of your service providers.

See the Entire PEI Team
Partner, Co-Founder
Michael
Sasso
Partner, Co-Founder
Richard
Torbinski
Partner, Co-Founder
Attila
Toth

What's New

News
Portfolio Evaluations Announces Hitting $100 Billion in Assets Under Advisement

As Portfolio Evaluations, Inc. (PEI) enters its 29th year of operations, we are pleased to announce that we have surpassed the $100 billion mark for assets under advisement (AUA).

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News
PEI Welcomes New Senior Fiduciary Consultant Caroline Macomber to the Team

Caroline Macomber, CRPS®, AIF® brings over seventeen years of experience in the retirement plans industry, working with 401(k), 403(b), 457, profit sharing, combo and cash balance plans.

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Events
Seventh Annual Pennsylvania Institutional Forum

On November 4th, Marcia Peters, CFA, Chief Investment Officer, will be a panelist at the 7th Annual Pennsylvania Institutional Investor Forum in Philadelphia, PA, conducting an interview on "Systematic Macro in a World of Uncertainty."

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Events
Institutional Investor’s Annual Retirement Plan Advisor Summit

On Thursday, September 30, 2021, Michael Sasso, Partner, will be moderating a panel discussion on “ERISA Laws – What is Coming Down the Pipeline with This New Administration.”

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News Archive

White Paper

Maximizing Your Recordkeeper Relationships

Mid to large-sized DC plans are increasingly threatened by excessive fee litigation. While plan expenses are an important component of any vendor review, fees alone should not be the focus. The DOL makes it clear that fees are to be reviewed in the context of service and overall value.

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Featured Resources

DC Industry Insights

Fiduciary Liability Insurance

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DB Industry Insights

U.S. Defined Benefit Plans By The Numbers

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DB Industry Insights

Rising Interest Rates Stand in Way of Pension Funding

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Regulatory Updates

Improving Access to Retirement Savings Act

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Economic Reviews

2Q 2021 Economic Review and Outlook

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Resource Center