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Constant changes to regulations leave plan fiduciaries with a growing list of challenges. These burdens increase the risk of fiduciary breaches and subsequent litigation. The PEI-ShieldSM protects plan fiduciaries from these burdens.

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About Us

Portfolio Evaluations, Inc. is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services.

News & Events

On March 27th, 2019, Marcia Peters, CFA, will be speaking at the 7th Annual Tri-State Institutional Forum in New York, NY.

Partner Michael Sasso will be a panelist at AII and III's Roundtable for Corporate Funds and Insurance Portfolios on Wednesday, March 6 in Washington, D.C.

PEI Welcomes New Senior Consultant Duncan McNiff to the Team

Join Edward Landsman at the Inside ETFs Conference in Hollywood, Florida on Tuesday, February 12, 2019.