Financial Advisors Knowledge Center


Help Investors Overcome Irrational Behavior with Goals-Based Investing

The key to helping clients see through these markets is to help them focus, not on daily headlines or commentaries from television pundits, but on their financial goals.

Use the current market environment as an opportunity to introduce some fresh thinking to clients and prospects.

SEI's goals-based approach to investing can help. Rather than focusing purely on investment management, goals-based investing focuses on a client-centric approach to wealth management.


  • The definition of goals-based investing
  • How it can help mitigate irrational investor behaviors that are natural reactions to volatile economic climates.
  • How goals-based investing benefits investors and advisors alike   

Download "Success. Centered. Better serve evolving investors through a wealth management model." (PDF)