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. To learn more about our investment programs, give us a call at 1 866 SEI 3388.
SEI Goals-Based Portfolios
Goals-based investing measures success against investor goals, rather than benchmarks alone. By focusing on achieving personal goals, investors are less prone to making irrational investment decisions that hinder their long-term performance.
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.
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.
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.