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How do you measure success? The answer might look very different to every wealth manager or advisor.

To us, success means a trusted partnership that helps you achieve your goals. We take a collaborative approach to working with our clients. We begin by identifying what’s most important for your business, and then delivering custom, flexible solutions to support your strategic objectives.

From discovery to solution delivery to ongoing client support, this comprehensive approach allows you to grow and differentiate your business with a partner who evolves along with you and your clients. Many of our partnerships have spanned two decades.

We’ve helped our partners:

  • Own more of the value chain. Fully own the asset management component of the value chain. 
  • Grow and manage investment risk. Deep and extensive manager relationships help us understand diversification and capacity concerns, and address them.
  • Transform businesses. Create next-generation wealth management organizations by leveraging our tailored asset management solutions across the globe. 
  • Deliver stronger revenue. Improve sales and marketing capabilities. Grow client relationships through enhanced investment education and end-investor resources.

Adaptable to your business

No matter your business model, you can fill the gaps with turnkey asset allocation and investment strategies—so you can spend more time and energy on your clients and your growth. 

Customize our solutions with your brand. We can also package them with our SEI brand, along with our best thinking, and deliver them via our most efficient solutions 

A global approach rooted in active asset management.

Our solutions are guided by skilled manager research, driven by asset allocation, and monitored by independent risk management.

Investment solutions provided by SEI Investments Canada Company, the investment fund manager and portfolio manager of the SEI Funds in Canada and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.