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 Investment Management Unit is a team within SEI Investments Management Corporation (SIMC), which serves as investment advisor. SIMC is a wholly owned subsidiary of SEI.