Wealth Management Services
Our wealth management services enable you to:
- Guide your clients to achieving their goals through well-managed investment programs and services – whether you distribute third-party products, manufacture proprietary strategies or provide a combination of both.
- Focus on building lasting client relationships and generating revenues by reducing costly, time-intensive tasks.
- Access a global investment team of over 100 experienced professionals, responsible for asset allocation, portfolio structure, manager selection and ongoing monitoring.
- Employ a goals-based or traditional approach to your clients’ financial needs, providing an investment solution that matches their objectives.
- Build an open-architecture program through a guided process that can be implemented using ETFs, mutual funds, SMAs and/or UMAs - whether they’re managed by you, SEI, or any other third party.
We also provide enhanced support designed to deliver long-term success by working with you to create a client-centric approach that consists of four key components:
1. Client Discovery Process – Create a consistent client process that deepens client relationships with an innovative, intuitive and dynamic discovery process. Our tools enable your clients to clearly articulate their financial and lifestyle goals while at the same time helping to reduce your business risk.
2. Marketing/Sales Support Services -- Benefit from a wide range of supporting materials that enable you to effectively promote your program, including investor presentations, sales aids, training tools, and client reporting.
3. Client Transition Services -- Work from an action plan to facilitate a successful transition. This includes evaluating tax consequences, gain/loss situations and other considerations.
4. Investment Program Management Services -- Receive ongoing program management, oversight and governance including business plans, implementation support, training, and marketing launch.
Learn more about how working with us makes a difference.