We are a privately-owned firm focused exclusively on providing institutional consulting services.
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. Our independence allows us to serve our clients in a manner that is free from influence from investment management firms, mutual fund companies, broker-dealers, insurance companies and others in the industry.
Because we are not affiliated with any other organization, working with us is very straightforward. We do not overwhelm our clients by layers of organizational structure; they are assigned a team of individuals who are familiar with one another and operate as a cohesive unit for the benefit of the client.
PEI has experienced steady growth since its inception, and currently maintains more than 200 institutional relationships, representing over $85 billion in assets under advisement. Client account values range from less than $10 million to in excess of $4 billion.
Our clients include both private and public entities, including corporations, non-profit institutions, endowments & foundations, governments and municipalities, Taft-Hartley plans, board designated groups, and family groups.
The PEI Difference
Other advisors often claim "independence" but rarely is that the case. At PEI, it is our commitment to stay true to its meaning: our sole focus is meeting your objectives.Learn More
Culture and Community
The PEI team strives for ethical practices extending beyond the core business. This responsibility is evident in the communities we serve, as it extends past our office walls.Learn More
Our cross-functional experts serve as an extension of your team to deliver objective advice, educate your fiduciaries and improve the effectiveness of your service providers.Meet Our Team
Our team members are our most valuable asset. They create and deliver innovative, proprietary solutions for our clients. The PEI culture is one that fosters excellence and is driven by our commitment to the client.”Michael Sasso Partner, Co-Founder
The foundation of our business lies in our fair and objective position. This perspective can be seen in our everyday transparent practices and Corporate Code of Conduct. These are all testaments to the cornerstone that we have no conflicts of interest.
If this sounds like a match for your business philosophy, please enter your information below to engage us in a conversation to join the PEI team.Explore Career Opportunities