14
Six steps toward
achieving your goals
These six steps encompass an investment process refined over five decades
of serving individual and institutional investors.
SEI built this process around a deep understanding of the markets, disciplined research, a sharp
focus on risk management, broad diversification, and a commitment to goal achievement. While
the process may appear simple on the surface, a complex set of individual components work
together beneath the surface to help keep you on track toward your goals.
If your Advisor has selected any strategy indicating the strategy investment managers as a "Gateway" manager, SEI
Investments Management Corporation (SIMC) has not reviewed or approved this Manager or its investment process and will
not monitor the Manager or its strategy over time. Your Advisor has independently selected the Manager and strategy and is
the sole fiduciary responsible for such selection and ongoing oversight, including all compliance oversight.
