Portfolio Evaluations, Inc. is a privately-owned investment consulting firm that was founded in 1992 in Morristown, New Jersey. We operate in an independent, non-affiliated capacity to provide guidance, direction and education to the overseers of institutional investment programs.  Our independence allows us to provide assistance and support that is free from influence by investment management firms, mutual fund companies, broker-dealers, insurance companies and others in the retirement plan industry.

Our firm has experienced steady growth since its inception and currently maintains more than 140 institutional relationships with approximately $11 billion in collective plan assets. Our clientele includes corporations, hospitals/medical centers, foundations, Taft Hartley, and education-related groups. Individual account values range from less than $10 million to in excess of $1 billion.