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Online Fiduciary Documentation Center

Documentation is a critical component of a fiduciary process. To facilitate the documentation process, PEI hosts client files in a secure online system to provide clients with a safe and convenient location for the storage of reports, Investment Policy Statements, meeting minutes, and other files important in plan/portfolio documentation.

Our difference is demonstrated in how we:

  • Document client files in an easy to use online storage system

  • Employ multiple measures that ensure client files remain private and secure