We have years of experience working with small to mid-size firms in this specific field, specializing in the establishment and monitoring of plans, structuring investment objectives and policies and allocating assets.

Independent and Objective Analysis.

Due to our business being owned exclusively by our principals, we can provide you with unbiased facts and solutions, unaffected by financial relationships with managers or service providers. Our services are on a strictly fee-for-service basis, meaning we never accept commissions, rebates or any other compensation from outside sources. And since our consultants work only on investment services and analyses, our techniques are focused and specific to what you need.

Our Service Commitment.

Our typical client manages funds between $5 million and $1 billion, with the average client around $350 million. Our clients are supported by a team of highly qualified analysts with their primary contact being one of the senior PEI professionals. Everyone on the team is dedicated to this relationship, because the better you are, the better we are. Not only will our team work with all the analytical tools available to find out if your managers and fiduciaries are working for you, but we also have the ability to modify these tools to solve your specific problems. When we present our findings, we will do it in an easy to understand format that suits you.

How We Support You.

We’ve created in-house proprietary measurement software which is flexible so we can adapt our analysis to your company for more precise results.  But our results don’t just come from an analysis of your individual plan, we also utilize the full national investment manager databases and security rating services so that our comparative analyses are as detailed and accurate as possible.  Our conclusions pass through both quantitative and qualitative reviews.

Reassurance Through Stability.

We have no outside shareholders, nor relationships that will impair our judgment, nor risk of mergers or acquisitions. We are an independently owned company and will continue to own the whole company.  Therefore, there is no risk of changing management which will impact the management or the strategies used for the evaluation of your portfolio. We take the responsibility for everything we do, ensuring the best quality product possible. This has allowed us predictable results and exemplary service.  And because our clients rely on our reliability, service and results, we have an extremely high long-term retention rate.