Online 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