INVESTMENT ADVISORS

Our Solutions

SEI packages its solutions in a variety of ways to suit financial advisors and investors. All of our solutions use the principles  of SEI's investment philosophy and manager-of-managers approach. The portfolios and asset allocation funds are monitored daily and rebalanced when needed to keep investors on track with their investment plan.

Goals-Based Portfolios

SEI's most actively managed offering. There are eight multi-fund portfolio models to choose from.

Goals-Based Funds 

SEI's innovative goals-based asset allocation advice in a series of seven different one-fund, one-line solutions. 

Strategic Portfolios 

SEI's strategic asset allocation advice in a variety of multi-fund portfolio models. This program offers 19 asset allocation strategies.  

Strategic Asset Allocation Funds 

These eight funds package up SEI's strategic asset allocation advice in a series of one-fund, one-line solutions.  

Asset Class Funds 

SEI's Asset Class Funds are the building blocks used to construct all of SEI's Asset Allocation Funds and 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.