11/11/25 SHRM Leaderboard
11/11/25 SHRM Leaderboard

Portfolio Evaluations, Inc.

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Portland Evaluation Services (Porteval) specializes in providing tailored investment advisory and co-fiduciary services to a diverse range of clients, including corporations, educational institutions, and nonprofit organizations. Our comprehensive wealth planning and financial wellness programs are designed to meet the unique needs and goals of individual investors, business owners, and families with complex needs. As part of the CAPTRUST family, we leverage decades of experience and a deep bench of resources to deliver best-in-class advisory services. Our expert team offers a full suite of fiduciary partnerships, plan design optimization, and risk management services, ensuring every client feels confident and comfortable managing their financial future. Engage with us to explore how we can support your financial aspirations and organizational objectives.

Company Details

Address
15 Independence Blvd.
Warren, NJ 07059

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Categories

Benefits : Retirement > 401(k)s and 403(b)s (Defined Contribution Plans)
Consulting : HR > Retirement Consulting
SHRM MedRect 5/6/26
SHRM_3:1_1.8.18
SHRM_3:1_6.15.20
3rd SHRM 5/7/26
SHRM 3:1 4th 10.1.25
EmployeeCare 5th 9/2/2025
7/18/23- SHRM- 3:1
BLP 3:1 SHRM 2.6.26
3:1 SHRM 12/1/25
SHRM-BottomLeaderboard-7.2.26
SHRM-BottomLeaderboard-7.2.26