Who we serve
Innovative solutions to help grow and differentiate your business
In an environment of increased regulatory scrutiny, compliance complexity, and fiduciary responsibility, wealth management firms have a tremendous opportunity to differentiate themselves.
Recognized globally for our expertise in asset allocation, we have developed innovative approaches and solutions designed to help our clients—and their clients—reach their goals.
We package our solutions in a variety of ways to suit advisors and investors. With a full range of investment options, we offer solutions to address your wealth management needs.
These investment solutions offer diversified strategies and cover a broad range of asset classes. Our portfolio solutions and mutual funds enable your advisors to focus on delivering more meaningful advice, better meet their clients’ objectives through robust strategies, and spend more time growing their business.
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We design and customize our investment solutions with partners like you in mind, so that you can deploy them as your own integrated advice and investment offerings. All solutions are oriented towards helping you and your firm achieve your organizational goals, empowering frontline advisors in client engagement, and helping to create better investment outcomes for your clients.
Explore our custom asset management programs.
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.