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“SEI fit the cultural component, the investment solutions component, and the technology component in ways other firms could not.”
Randy Morris, CFP®, Summit Wealth Group
On average, SEI Advisors spend 44% less time managing investments.*
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*The Cerulli Report: U.S. Advisor Metrics 2023. Activity of “SEI Advisors” versus All Advisor average. “SEI Advisors” are working with SEI as of 12/1/2024 with greater than $50M SEI Total Platform Assets, n=156.
Independent Advisor Solutions by SEI is a strategic business unit of SEI Investments Company (SEI).
These are the views of Randy Morris, CFP®, of Summit Wealth Group. Summit Wealth Group became a client of SEI on May 7, 2025. His views, opinions, and experiences working with SEI are his alone and may not reflect the experiences other advisors have working with SEI.
Custody services provided by SEI Private Trust Company, federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company.