It is the mission of Portfolio Evaluations, Inc. to assist our clients in achieving their investment objectives by delivering comprehensive and expert financial guidance with the highest degree of professionalism and objectivity.  We are committed to providing our clients with the tools and resources necessary for the building and maintaining of profitable investment programs.

Independent and Objective Analysis

Our objectivity arises largely from our firm’s independence.  Portfolio Evaluations, Inc. is owned exclusively by its principals. This structure allows us to provide unbiased facts, recommendations, and solutions, that are unaffected by financial relationships with investment managers or service providers. We work on a strictly fee-for-service basis, meaning we never accept commissions, rebates or any other compensation from outside sources.  

Each client is supported by a dedicated team of highly qualified analysts, with the primary contact being a senior consultant at the firm. Our staff utilizes many of the analytical tools available in the industry in addition to proprietary research and analysis methodology. Essential to our mission is the commitment of our consultants to each client’s specific needs and the customized services and analysis they provide. In-house proprietary measurement software is utilized in our evaluation process.  Additionally, we subscribe to the full national investment manager databases and security rating services so that our comparative analyses are as detailed and accurate as possible. Our recommendations are based on both quantitative and qualitative research. 

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 administration 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 consistency, service and results, we have an extremely high long-term retention rate.