FINANCIAL ADVISORS

Quality investments and client-centered solutions – delivered with ease

Finally, there’s a way to provide intelligent, comprehensive investment solutions without the administrative burden.  

SEI offers high-quality investments for your clients while helping you manage risk and grow your business.

• Goals-based investment strategies -- Differentiate your practice with unique investments specifically designed to support your client's lifestyle, such as wealth accumulation or creating a steady retirement income.  
• Access institutional-quality investments -- Your clients gain access to sophisticated investment strategies and top-tier money managers typically out of reach for individual investors. 
• Spend more time with clients and prospects -- Choose from a wide selection of investment options and implementation strategies, rather than assembling portfolios or spending the bulk of your time researching funds or identifying money managers.
• Effectively manage portfolio risk -- Our investment staff – over 120 people strong – uses a scientific, disciplined, and proven approach centered on meeting client objectives while managing risk.

As one of the largest turnkey asset management providers in the industry, SEI can be your one source for high-quality investment programs supported by state-of-the-art technology and client servicing. We use a disciplined approach to uncover top investment talent from a global network of money managers who specialize in various sectors and styles. And we deliver their expertise through our cost-effective solutions.

With SEI, differentiating your product offering is both manageable and profitable.

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

SEI Investments Management Corporation (SIMC) is the adviser to the SEI funds, which are distributed by SEI Investments Distribution Co (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company. 

For those SEI funds which employ the ‘manager of manager’ structure, SEI Investments Management Corporation has the ultimate responsibility for the investment performance of the fund due to its responsibility to oversee the sub-advisers and recommend their hiring, termination, and replacement.