I’ve worked with Pluris on local estate and gift tax appraisal matters several times now, and I could not be happier with their service.
Victoria Kaempf
Lakin Spears, LLP

Banks and Institutions

Pluris Valuation Advisors serves a wide range of financial institutions, from some of the largest banks in the world to local community banks and credit unions, insurance companies, and securities broker-dealers.

With their large, complex, and diverse balance sheets, and ever-multiplying fair value requirements, financial institutions all over the world rely on Pluris to value some of their least liquid securities: auction rate securities, distressed bonds, loan servicing rights, trust preferred securities, PIPE securities and convertibles.

Institutions also value Pluris for our ability to provide high-volume pricing services of illiquid securities, including daily marks services. To inquire further, please email us at [email protected].

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