.afcls-3{fill-rule:evenodd}.bycls-1{fill:none} Our solutions Who we serve Insights Investor relations Discover SEI Search US - English Customized Investment Solutions for Home Offices & Advisors Services to help you grow your business and achieve your goals Already working with us? solutions Outsourced Investment Solutions Imagine having access to: A technology-agnostic investment solution that provides asset allocation advice Institutional and boutique managers, not typically available to retail investors A goals-based orientation that help clients stay focused in volatile markets Now imagine that same solution can help you to generate revenue and profitability similar to your own in-house solution. 40 YEARS Investment consulting and management experience We provide our partners with solutions to fill the gaps in your business through turnkey asset allocation, investment strategies and a goals-based approach. Adaptable to you No matter your business model, you can leverage our solutions to help improve relationships with your clients. How? By enabling you to provide more meaningful advice, better meet clients’ objectives through strategies, and spend more time growing your business. Legal Note Investment solutions by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI Investments Company. MORE IN CUSTOMIZED INVESTMENT SOLUTIONS FOR HOME OFFICES & ADVISORS Goals-based Investment Solutions Shift the focus of investing away from beating arbitrary benchmarks to what really matters: achieving personal goals Goals-based Models Asset allocation investment programs that span the spectrum of risk profiles Managed Volatility Investing Lower volatility doesn't have to mean lower returns Objective-based Investing These funds are centered on a well-designed and optimized asset allocation Share on Linkedin Share on Facebook Share on Twitter Share via Email Print this page WHO WE SERVE Investment solutions designed to meet your needs Leverage our 40+ years of investment consulting and management experience. Banks A flexible, scalable solution for banks of all sizes Broker Dealer Home Offices Custom investment solutions or a complete technology platform Independent Trust Companies Get the advantages of a large enterprise with our comprehensive solution Insurance Companies An integrated, unified and comprehensive solution Large Registered Investment Advisors Flexible wealth management solutions designed to streamline and strengthen your growing RIA business so you can scale profitably and create lasting client relationships. RIA Business and Technology Services Solutions for RIAs of all sizes, powered by the SEI Wealth Platform Wealth Managers Your business should be able to run and grow at the same time KNOWLEDGE CENTER Your source for perspectives on industry challenges and opportunities. From what’s now, to what’s new, to what’s next. Tap into the experience, talent and passion of our people. Blog Posts Nov 23, 2021 Exploiting old ideas or new possibilities? Albert Chiaradonna More than ever, the search for talent centers on the social contract between employee and employer Blog Posts Nov 21, 2021 Marketing Trends in 2022, According to FMG’s Samantha Russell Shauna MACE, CHPC™ Five marketing tactics to consider for your 2022 marketing strategy Commentaries Nov 05, 2021 Developed Markets Drive Equity Advance SEI Investment Management Unit Equities charged ahead around most of the world in October, erasing September’s dip SEE ALL KNOWLEDGE CENTER POSTS Investor relations Help for clients Locations Fund documents COVID-19 update Contact us Careers Cookie policy Privacy policy Accessibility statement Inclusion policy Terms of use © 2021 SEI We use cookies to collect and analyze information on site performance and usage, and to enhance and customize content and advertising. By browsing our site or by clicking the OK button, you agree to the use of our cookies. To find out more or to change your cookie settings, visit our cookie policy page. OK