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

PEI Ranks #28 in P&I’s Ranking of Largest Investment Consultants

Portfolio Evaluations, Inc. (PEI) has again been ranked by Pensions & Investments (P&I) as one of the largest investment consultants by worldwide institutional assets under advisement (as of June 30, 2020).

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Senior Consultant, Julie Yusko, J.D., Named as EBA’s 2020 Retirement Plan Adviser of the Year

PEI is pleased to announce that Julie Yusko, J.D., Senior Consultant, has been named as the Employee Benefit Adviser (EBA) 2020 Retirement Adviser of the Year. EBA's full profile on Julie has now been published.

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Advisers Giving Back: Attila Toth and Portfolio Evaluations

PEI Partner and Co-Founder Attila Toth was featured in the "Advisers Giving Back" series by PlanAdviser Magazine. "Our giving efforts are all about ... giving back to the communities we all care deeply about,” says Partner Attila Toth.

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