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Image of a hand completing a wood puzzle depicting ascending stairs, as a metaphor for potential investment performance

Who we serve

Broker-dealers

Solutions to help your advisors build and grow their practices.

For almost 30 years, we've been working with broker-dealer home offices to complement existing offerings through our customized asset management solutions.

 

We focus on helping our clients, and their advisors, grow, providing differentiated product offerings and practice management services.

All of our solutions use a manager-of-managers approach, which is rooted in independent risk management, diversified asset allocation, year-round tax management, and skilled manager research.

    Responding to investor’s changing needs

    Our full range of personalized and proprietary investment options can help mitigate risk through a variety of market conditions. We offer solutions to help address inflation and income, multi-asset funds that reflect a need for diversification, and tax-managed tactical ETF and mutual fund strategies that help your clients keep more of what they make. We help you anticipate and respond to changing client needs.

    • Asset management solutions on your platform. Our outsourced investment solutions help your advisors spend more time with clients, deliver more meaningful advice, and better meet their goals.
    • Practice management. We partner with home offices to provide high-value, powerful marketing, and client acquisition programs for financial advisors so that they can be more confident in growing their business.

    Important Information

    There are risks involved with investing including loss of principal. There is no assurance that the objectives of any strategy or fund will be achieved or will be successful. No investment strategy, including diversification, can protect against market risk or loss.

    Information provide by SEI Investments Management Corporation (SIMC). SIMC is a wholly owned subsidiary of SEI Investments Company. For those SEI products which employ a multi-manager structure, SIMC is responsible for overseeing the sub-advisers and recommending their hiring, termination and replacement.

    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.