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About Us
Portfolio Evaluations, Inc. is a privately-owned institutional investment consulting
firm. PEI operates in an independent, non-affiliated capacity to provide advice,
guidance, direction, and education to the fiduciaries of institutional investment
programs.
Our Fiduciary Process
Our fiduciary process has been consistently applied to our services since 1992.
Our process leads to more prudent decisions, resulting in the achievement of each
plan’s unique investment objectives and the improvement of fiduciary protection.
The four key steps in the process are:
- Identify Needs
- Develop Approach
- Implement Solutions
- Monitor Results