Our mission

Evaluation Associates endeavors to be the pre-eminent provider of investment solutions to the institutional and high-net-worth investor communities. We commit to assisting our clients in effectively managing their assets to meet or exceed their long-term investment objectives. We seek to provide a comprehensive array of research and advisory services to help our clients make decisions that maximize investment return within their tolerances for risk.

We strive to:

• recognize each client as unique
• tailor investment programs and solutions to particular situations and specific needs
• manage our organizational growth and preserve the quality of our advisory services
• invest in our people and systems so we remain at the intellectual and technological frontier of our industry
• maintain a workplace culture that promotes teamwork and attracts the best and the brightest in our profession
• uphold the highest standards of ethics and integrity

As a leading, full-service investment consulting firm, Evaluation Associates has been providing investment consulting services to institutional investors for more than 30 years. We are one of the largest, most experienced institutional investment consulting firms in the industry.

We help our clients address all the challenges of asset management, from the extraordinary to the everyday—and we handle each with uncompromising objectivity and resolve.