INSTITUTIONAL INVESTORS

Client Service Dedication

Committed to Client Satisfaction 

SEI's goal is to anticipate the needs of our clients and always strive to exceed expectations. At SEI, you will have a dedicated team of experienced professionals to work with all levels of your organization.

Our client service approach is based on three key comoponents:

SEI's Priority: Client Communication

Our model provides ongoing communication to our clients in the following ways:

  • Proprietary research - research presentations and papers from SEI and outside professionals on investment and industry-related topics
  • Face-to-face visits - SEI's Relationship Managers meet with clients to discuss the overall status and progress of accounts
  • Exclusive conferences - events that bring clients together to communicate strategic direction, research, and enhancements
  • Timely communications - we strive to keep out clients up-to-date on breaking industry news, legislative issues, market events, and product updates at all times

Want to know more? Contact us