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We know how to create a strategic partnership. That’s why 96% of our Institutional clients would recommend us.*
 

How we bring value to our clients:

 

high-touch

Proactive, high-touch client experience.

Our team becomes a true extension of yours. You’ll feel the difference in our approach. Our client portfolio managers explain how we do it. 

 

track-record-insights

A track record of results.

With more OCIO experience than most, we know what works—and we’ve fine-tuned our process to prove it. How our experience drives results.

 

pricing-scale

Clear, fair pricing.

We believe in clear, competitive pricing that gives you more value per dollar. How to compare fees and services.


Embrace a better way.

Let us show you what a better partnership looks like. Request your digital OCIO toolkit now—packed with trends, templates, RFP tips, and insights for uncertain markets. Or, ready to talk now? Contact us.

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*Results from SEI’s 2023 Institutional Client Satisfaction Survey of 1,250 North American contacts from all SEI clients as of June 1, 2021. There were 252 responses collected from June 28 through August 9, 2023. Clients were not compensated for participating in the survey. Services provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.