Investment solutions that meet your goals.
Technology and discretionary asset management services for institutional investors and investment teams of all types.
What we do.
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Outsourced CIO
Dedicated to our discretionary OCIO model for 30+ years, we bring a track record of results, high touch client experience, and clear competitive fees.
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Unbundled OCIO
A suite of customizable alternative and sustainable strategies rooted in deep investment research and expertise.
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Portfolio analytics
Flexible analytics and reporting with the power of total portfolio visibility using SEI Novus℠.
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Managed IT services
Comprehensive offerings that strengthen cybersecurity, enhance network operations, and scale cloud infrastructure.
Who we serve.
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Nonprofit and healthcare organizations
We provide a dedicated team and custom approach to help nonprofits and healthcare organizations meet their goals. Learn why many of our nonprofit clients have been with us long term.
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Retirement plan sponsors
Understanding retirement plans is part of our heritage, dating back to our roots as a pension consultant. We’ve innovated, improved the way plans are managed, and now provide solutions to help create a better experience for retirement plan providers and their employees.
Insights you can leverage.
