Monitoring & Evaluation Service

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3375 Park Ave
Wantagh, NY 11793
+1 (516) 781-2000
http://www.moneval.com

Monitoring and Evaluation Services Inc., established in July 1986, is an independent entity based in Wantagh, NY, dedicated to providing plan trustees with accurate quarterly and annual investment performance reports. These reports measure portfolio returns against appropriate benchmarks and assist trustees in fulfilling their fiduciary responsibilities by monitoring compliance with established investment guidelines.

In addition to performance reporting, the company offers investment consulting services, including asset allocation model development and oversight of investment managers. Their affiliate, Surety Financial Services Inc., provides brokerage services and commission recapture programs, ensuring transparency and efficiency in portfolio management.

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