CAPTRUST Financial Advisors Gobbles up Portfolio Evaluations

Posted on 01/15/2022

CAPTRUST Financial Advisors purchased Portfolio Evaluations, Inc. (PEI). Based in Warren, New Jersey, PEI provides advice, guidance, direction, and education to the fiduciaries of institutional investment programs, including retirement plans, foundations, endowments, and family office groups. PEI was founded in 1992 and is led by Co-Founders and Partners Attila Toth, Michael Sasso, and Rich Torbinski. The team brings to CAPTRUST more than US$ 107 billion in assets and several hundred clients.

PEI is the third significant institutional-focused firm that CAPTRUST added in the last year. Previously, CAPTRUST announced the addition of US$ 154 billion assets under advisement Cammack Retirement Group in February 2021 and US$ 85 assets under advisement billion Ellwood Associates in August 2021.

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