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We believe the best way to help investors achieve their goals is to actively manage asset allocation and diversify investment managers and security selection within a portfolio.

Our Advisory Strategies are a dynamically managed implementation of our goals-based thinking. These strategies are diversified and designed to meet a variety of investor goals, from income preservation to growth.

Why invest in SEI Advisory Strategies?

Our five strategies are dynamic asset allocation models composed of underlying mutual funds selected by SEI. Built using a manager-of-managers framework, these strategies leverage SEI’s investment philosophy and oversight and provide you with access to world-class institutional managers not typically available to retail investors.

  • Our client-centric approach uses our goals-based investment philosophy, which measures investment success against personal goals rather than benchmarks alone.
  • Dynamic asset allocation provides diversification across up to 11 sub-asset classes, aligning goals and risk objectives to your clients’ changing life/wealth needs.
  • Open architecture provides access to top institutional and boutique managers who are not typically available to the retail market.
  • Risk management oversight aims to maximize returns, limit volatility, and manage investment risk.

Strategy

Objective
Advisory Income
 
Supports investment goals that seek diversified current income.
Advisory Conservative Supports investment goals that seek to manage risk of loss.
Advisory Balanced Supports investment goals that seek growth while maintaining broad equity and fixed-income market participation.
Advisory Core
 
Supports investment goals that seek growth while maintaining broad equity and fixed-income market participation.
Advisory Growth Supports investment goals that seek maximum growth over long-term horizons.

 

Important Information

Information provided by SEI Investments Management Corporation (SIMC). SIMC is the advisor to the models. SIMC provides nondiscretionary asset management services in the form of models to your Advisor. Your advisor may or may not utilize SIMC’s model investment recommendations when advising client accounts.

For those SEI products that employ a multi-manager structure, SIMC is responsible for overseeing the sub-advisers and recommending their hiring, termination, and replacement. This information should not be relied upon by the reader as research or investment advice. This information is for educational purposes only.

There are risks involved with investing, including loss of principal. Diversification may not protect against market risk. There is no assurance the goals of the Model will be met. The following risks may apply to the underlying investments:

International: International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations.

Emerging markets: Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume.

Bonds: Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise.

High-yield bonds: High-yield securities may be more volatile, be subject to greater levels of credit or default risk and may be less liquid and more difficult to sell at an advantageous time or price to value than higher-rated securities of similar maturity.

Multi-Asset Funds: Investing in Multi-Asset Funds is subject to the risks of the underlying assets. Asset allocation may not protect against market risk. Due to their investment strategies, these type of Funds may buy and sell securities frequently. The use of leverage can amplify the effects of market volatility on the Fund’s share price and may also cause the Fund to liquidate portfolio positions when it would not otherwise be advantageous to do so in order to satisfy its obligations.

 

• Not FDIC Insured• No Bank Guarantee• May Lose Value