Powering the future of wealth with enterprise platform solutions that address complex business challenges
Achieving operational excellence with business process outsourcing and data management that help clients improve efficiency and performance
Connecting investors to what matters most, so they can achieve their goals and make confident decisions
Perspectives and happenings from our leaders and experts
The latest news and announcements
The latest financial information for shareholders
Timely shareholder announcements and event information
Who we are, what we do, and how we do it.
Building brave futures through the power of connection.
Smart thinking, commentary, and research that supports better wealth decisions.
February monthly market commentary.
Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.
Fourth quarter market commentary.
Our Chief Investment Officer, Jim Smigiel, provides some perspective on SEI’s outlook for the new year.
Quarterly economic outlook from James Solloway, SEI chief market strategist and senior portfolio manager.
Monthly market commentary for November 2023.
Monthly market commentary: Global equity markets lost ground in October.
Wealth Insight: Understanding the basics of trusts can help you figure out where they fit within your legacy plan.
Wealth Insight: You have options to realize your gifting goals, starting with the questions to ask before you even start planning.
Meet some the wealth experts that will help you achieve your goals.
Managing Director, SEI Private Wealth Management
Director, SEI Private Wealth Management
Director, Legacy Planning