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Wealth management firms

Who we serve

Wealth management firms

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.

Portfolio model solutions and mutual funds 

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.

Explore our: 

Portfolio model solutions

Mutual funds

    Custom asset management programs

    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.

    Why work with us?

    • Your advisors can focus on holistic planning and advice
    • Our investment solutions cover a range of investor financial goals and risk profiles
    • You get access to institutional and boutique investment managers, not typically accessible to retail investors
    • You leverage our global team of more than 100 investment professionals, who provide continuous, multi-level monitoring

    A five-step investment philosophy

    From active asset allocation to independent risk oversight, our disciplined investment process helps investors stay on target, no matter the market conditions.

    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.