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Evaluation Associates LLC

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Evaluation Associates LLC

Mission statement:

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.

KEY Facts:

Our founding partners began consulting in 1969 as a division of Paine Webber and launched Evaluation Associates as an independent organization in 1976. The company expanded when it acquired the consulting division of Janney Montgomery Scott. In 2004, Milliman Inc., one of the largest actuarial and consulting firms in the country, bought the firm.

Today we operate as Evaluation Associates LLC, an independently operated subsidiary of Milliman; our headquarters are in Norwalk, Conn.

We are pleased to offer:

   * provide services to approximately 115 advisory consulting relationships
   * average consultant/client ratio of 15:1
   * 22 average years of experience among senior consultants

Our practice is characterized by:

   * over $200 billion in total clients assets served
   * a client base ranging in size from $25 million to multibillion dollar plans
   * a diverse client base that includes retirement funds, foundations, endowments, public funds (including 529 plans), financial service organizations, high-net-worth individuals, and family offices

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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