Portfolio Evaluations, Inc.

Portfolio Evaluations, Inc. is a finance institution located at 15 Independence Boulevard in Warren, New Jersey, United States. Our team of advisors in Warren provide top-notch advisory services to sponsors of corporate retirement plans, as well as endowments and foundations of nonprofits. We offer a range of financial services to our nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management.

We support thousands of employer organizations with services such as 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, and financial wellness programs. Our advisors take a custom, comprehensive approach to investment advising, leveraging our resources and expertise to provide a best-in-class experience for each client.

From sharing best practices and market insights to offering financial planning strategies, our team at Portfolio Evaluations, Inc. is dedicated to providing must-know information for every client type. Join us for upcoming webinars on industry insights, fiduciary liability, and navigating volatility in the nonprofit sector. Connect with your local CAPTRUST office today to learn more about how we can help your organization thrive financially.