We help wealth management firms and their advisors achieve success and provide better outcomes to their clients through integrated, customizable advice, and investment solutions.
Perhaps what sets us apart most is the way we work with clients. We are dedicated to building true partnerships—aligned in value proposition and a shared strategy. Our clients receive ongoing support, a sales team at the ready to answer questions, client communications, and insights on market conditions, all designed to help you serve your clients.
SEI's Asset Management Distribution Team is a part of the Private Banking business unit of SEI Investments Company.