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At Pension Fund Evaluations, Inc., our goal is to maximize investment performance and provide clear concise reporting to our clients so that they can provide the best benefits and services to their constituents. To accomplish this, we treat each client individually. Although many of the Funds we work with are similar in structure, their needs often differ. We pinpoint each clients specific investment objectives, customize an Investment Policy Statement and asset allocation plan designed to pursue their goals.
Since its inception, Pension Fund Evaluations, Inc. has been committed to keeping the interest of our Clients as our primary concern. We operate as a team and work closely with the Plans professionals to maximize returns.
Pension Fund Evaluations, Inc. has over 37 Years of experience in the Investment Consulting Business, with average employee tenure of over 20 years.
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