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Solutions for wealth management firms, financial advisors, and their clients

Wealth management firms, financial advisors and their clients

We’re a leading global provider of asset management, investment processing, and investment operations solutions that help our clients, and their clients, reach their individual goals.

Delivering more than investment portfolios, we’re committed to building strong partnerships with our clients. We developed innovative investment approaches that are now mainstream globally, including goals-based investing and low volatility investing.

What we do

From goals-based investing to managed volatility, we’ve been on the leading edge of investment solutions for more than 50 years. 

Who we serve

Providing wealth management firms and financial advisors with innovative, goals-focused investment solutions.

Information 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.