Portfolio Evaluations

Specialties

Because we are not affiliated with any other organization, working with us is very straightforward. We do not overwhelm our clients by layers of organizational structure; they are assigned a team of individuals who are familiar with one another and operate as a cohesive unit for the benefit of the client.

PEI has experienced steady growth since its inception, and currently maintains more than 200 institutional relationships representing over $ 42 billion in assets under advisement. Client account values range from less than $ 10 million to in excess of $ 1 billion.

We have offices nationwide to service client needs. Our clients include both private and public entities including corporations, non-​profit institutions, endowments & foundations, governments and municipalities, Taft-​Hartley plans, board designated groups, and family groups.

History

Established in 1992.

PEI operates in an independent, non-​affiliated capacity to provide advice, guidance, direction, and education to the fiduciaries of institutional investment programs. Our independence allows us to serve our clients in a manner that is free from influence from investment management firms, mutual fund companies, broker-​dealers, insurance companies and others in the industry.

Meet the Business Owner

Attila T.

Business Owner

Attila is a Partner and Co-​Founder of Portfolio Evaluations, Inc. He has over 26 years of consulting experience working with a broad range of clients. Attila’s responsibility is advising retirement plan committees of participant and trustee directed plans on all phases of their fiduciary responsibility. Attila is a member of the senior management team, which oversees the firm’s strategic initiatives.