Institutional Services
Small retirement plans and endowments and foundations are the sweet spot in the institutional marketplace:
- Investors are generally underserved and under-diversified
- Trustees have potential fiduciary liability
This presents an ideal opportunity for independent financial advisors – your clients get to consolidate their advisory relationships to a single point of contact, and you meet their needs with professional support and high-quality products and services from SEI.
Grow your business
By partnering with SEI to offer your clients Defined Contribution, Defined Benefit or Endowment and Foundation services, you can grow your business by:
- Deepening relationships with your high-net-worth clients. Your existing clients may be business owners, senior executives or members of investment committees – persons of influence and key decision makers at corporations and other institutions. You can take these relationships to a whole new level with SEI Institutional Services.
- Capturing rollover opportunities. More than half of retirement plan participants turn to a financial advisor for help with their retirement accounts, which now average over $100,000 in size. With the average employment tenure of U.S. workers less than 5 years, rollover opportunities are plentiful.*
- Earning recurring revenues and referral incentives from SEI. We offer incentives for advisors who refer large institutional business to us, including actuarial services, foundation administration services and retirement plans. Speak with a Relationship Manager to learn about the plan size minimums and other requirements.
With more than 20 offices worldwide, SEI administers over $431 billion in mutual fund and pooled assets (as of 9/30/08). SEI Institutional Services are a great way to leverage your existing relationships – and develop new ones.
*Cerulli Associates: Quantitative Update Advisor Metrics 2007.