SEI Investment Programs

The content in this area is restricted to advisors at authorized dealers; you will be prompted for a user ID and password on our Login page. If you are an advisor working with SEI and you have forgotten your ID or password, or would like to request an ID or password: contact us.   

 

SEI offers three investment programs for Advisors: SEI Portfolios, SEI Asset Allocation Funds and SEI Asset Class Funds. Each of these programs utilizes the principles of SEI's investment philosophy and manager-of-managers strategy. Your clients can benefit from the same investment principles and processes we use for institutional clients.

SEI Portfolios
This program is available to affluent private investors seeking a diversified portfolio, managed risk control and the potential for above average returns. Benefits include diversification across asset classes and continuous manager monitoring by SEI’s global team of investment specialists.

SEI Asset Allocation Funds
This program is built upon personal emphasis, focusing on investor’s goals, time horizon and tolerance for risk. Benefits include diversification across asset classes and continuous manager monitoring by SEI’s team of investment specialists.

SEI Asset Class Funds
These underlying funds are used to build the SEI Portfolios and SEI Asset Allocation Funds. This program is suitable for advisors looking to customize asset allocation and build their own portfolios.

 

To find out more about SEI Investment Solutions for Advisors or if your organization is interested in becoming an authorized dealer, call us at: 1.866.SEI.3388.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performances may not be repeated.

SEI Investments Canada Company, a wholly owned subsidiary of SEI Investments Company, is the Manager of the SEI Funds in Canada.

There are risks involved with investing, including loss of principal.

The information contained herein is for general information purposes only and is not intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment. You should not act or rely on the information contained herein without obtaining specific legal, tax, accounting and investment advice from an investment professional.