Portfolio Evaluations, Inc. is a firm that provides financial advisor, investment management, consulting services, audit accounting, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Alabama, New Jersey, and New York (although they are present in other states as well).
Most Portfolio Evaluations, Inc. clients are legal services, hospitals, and grantmaking foundations with revenues ranging from $160 million to $346 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | The Legal Aid Society | 501(c)(3) | New York, NY |
| 2 | Raritan Bay Medical Center (RBMC) | 501(c)(3) | Perth Amboy, NJ |
| 3 | The Daniel Foundation of Alabama | 501(c)(3) | Birmingham, AL |
Competitors to Portfolio Evaluations, Inc. in the nonprofit sector include Sageview Advisory Group, State Street Bank and Trust, Fid Inv Inst Ops Company, Well and Good LLC, Alight Solutions LLC, Planpilot, LLC, Bank Of New York Mellon, Sei Investments, Aon Hewitt, and NFP Retirement Inc..
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