Investment philosophy and approach
We believe outcomes are more than investment returns, and our clients’ goals are a critical benchmark on which we measure success.
What we do
We help banks, broker-dealers, and large RIAs uncover their clients’ emerging needs and deliver consistent, relevant asset management solutions.
We aim to manage uncertainty by building a diversified portfolio, using differentiated building blocks, and providing access to some of the world’s best investment managers.
We can help you:
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Uncover new opportunities for success
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Create a disciplined investment approach
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Build a scalable, long-term solution.
SEI provides solutions that add breadth and depth to our clients' businesses, with a focus on active asset allocation, diversified investment solutions, and risk management. Learn about SEI’s customizable investment products.
Managed account solutions
Providing high-net-worth investors personalized advice and custom solutions through our trust accounting platforms.
Tax management
Our tax-efficient investment strategies help your clients keep more of what they make.
Investment strategies
Mutual fund and ETF strategies that utilize multiple asset classes to meet a variety of short- and long-term goals.
Mutual funds
Can be an important part of a diversified portfolio to help your clients focus on specific objectives including inflation, income and accumulation.
Technology and operations solutions for wealth and asset managers
Looking for information on technology and operations solutions? We’ll help you get to the right part of our website.
Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company (SEI).
Neither SEI nor its subsidiaries provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.
Investing involves risk including possible loss of principal. Diversification may not protect against market risk. There is no assurance the goals of the strategies discussed will be met.