Skip to main content
Direct-indexing-questions-mockup
edit

Download the guide

Get the insights you need to help ensure your direct indexing provider aligns with your clients' needs.

Collected to follow global data privacy requirements only

I understand SEI may send future emails to me, even if I opted-out before, and that I can opt-out again later.

Dive deeper into direct indexing

Important Information

Investment services are provided by SEI Investments Management Corporation (SIMC). SIMC is a wholly owned subsidiary of SEI. Your financial advisor is not affiliated with SEI or its subsidiaries. The Investment Management Unit is a team within SIMC.