Stability isn’t just staying grounded. It’s having the flexibility to move forward with confidence.
Choose a partner that helps you grow without losing balance.
In a world that doesn’t pause, stability can feel hard to come by. Market cycles. Evolving investor expectations. Regulatory changes. It’s not slowing down. But stability doesn’t mean resisting change. It means having a structure that holds steady while the world moves around you.
That’s the kind of stability we’re committed to.
The kind that keeps advisors focused on what matters: building lasting relationships and delivering long-term value.
Staying steady means staying ready.
Stability used to mean playing it safe. Now, it means being ready. Alternatives aren’t a departure from your core approach, they’re an expansion. Built to diversify, manage risk, and open doors to new opportunities.
Alternatives that work with your foundation.
In the right environment, alternatives don’t disrupt your strategy, they enhance it.
They’re integrated by design on our platform, offered with intention, and backed by the kind of guidance that helps you use them with clarity and purpose. This isn’t about chasing what’s new. It’s about strengthening what you already do best.
What you can expect:
Strength for today. Flexibility for what’s next.
The financial landscape will keep shifting. The expectations will keep rising. But with the right foundation, you won’t just keep up, you’ll be ready to lead.
Stats as of June 30, 2025.
*Based on the American Bankers Association’s “25 Largest Institutions by Fiduciary Assets” list of FDIC regulated institutions, published as of Mar. 12, 2025.
**Based on Pensions & Investments’ “Largest Money Managers” 2024 ranking.
Intended for financial intermediary audience. This information is based on the views of, and provided by, SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company. This information should not be relied upon by the reader as research or investment advice or recommendations (unless SIMC has otherwise separately entered into a written agreement for the provision of investment advice regarding the subject matter of this material). Alternative investments are subject to a complete loss of capital and are only appropriate for parties who can bear that risk and the illiquid nature of such investments. Alternative investments: (i) often engage in leveraging and other speculative investment practices that may increase the risk of investment loss; (ii) can be highly illiquid; (iii) are not required to provide periodic pricing or valuation information to investors; (iv) involve complex tax structures and delays in distributing important tax information; (v) are not subject to the same regulatory requirements as mutual funds; and (vi) often charge high fees.
