Pension Fund Evaluations, Inc. (PFE) is an independent SEC registered Investment Advisor and FINRA broker dealer as well a being a member of SIPC. PFE is located in Long Island, New York and was founded in 1978. PFE provides Institutional clients with the ability to monitor and evaluate their Plans investments. Over the past 32 years, the Firm has developed into a full service Investment Consulting and Commission Recapture Firm, dedicated to servicing Taft Hartley, Corporations, Endowments, Foundations and 401 (k) Plans.
Each client is reviewed on an individual basis. PFE has the ability to compare investment manager's performance to any appropriate benchmark. While peer group comparisons are available and utilized, the ultimate goal should be the ability of investment managers to exceed their benchmark on a risk adjusted basis.
PFE's mission is to provide clients assets with the same prudence and concern as if they were our own. One of the most important factors for our long term relationships with our clients, is that PFE strives to become an integral part of the investment process and works with other professionals to meet the Plans goals.
PFE believes that there is still a role for unbiased investment advice for our clients, which is rendered after careful analysis; and thoughtfully implemented to help maximize investment returns and reduce overall risk. Advice that is not for the next few seconds or minutes but for the next month, year or decades.
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