Pension Fund Evaluations, Inc.

Overview

Pension Fund Evaluations, Inc. is an institutional- focused advisor that operates primarily as a pension consultant and broker-dealer. Registered with the SEC since 1980 and owned by an individual, the firm provides pension consulting and the selection of other advisers rather than acting as a discretionary portfolio manager. It identifies itself as a capital allocator to institutional clients and charges clients on a fixed-fee basis. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser.

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Location & Offices