Request a Proposal


The team regularly presents at educational seminars and is often quoted by leading industry publications.

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).

Read More

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.

Read More

Duncan McNiff Receives “Excellence in Benefits” Award for “Excellence in Advising” by Employee Benefits News

PEI is pleased to announce that Duncan McNiff, Senior Consultant, has Received the "Excellence in Benefits" Award for "Excellence in Advising" by Employee Benefits News.

Read More