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). This achievement puts PEI in a position shared with some of the largest and most prestigious consulting firms in the country.
“None of this would have been possible without the hard work and dedication of our employees,” said Principal and Co-Founder Michael Sasso. “Reaching $100 billion is quite an accomplishment, and it is the result of our commitment to providing world-class consulting services. We have built a company that prides itself on offering industry-leading, forward-thinking guidance to plan sponsors. Surpassing this milestone exemplifies how our clients have recognized that value, as also evidenced by our 97% client satisfaction rating.”
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. With 47 employees, the company consults to hundreds of defined contribution plans, defined benefit plans and endowments/foundations nationwide. Learn more about us by visiting www.porteval.com.