Advisor Flipbooks

4 Firm SEI Global resources Manager selection† Manager monitoring† Asset allocation† Risk management† Thought leadership Client SEI is dedicated to your success, just as they are to the success of corporate clients * like these: As seen from our integrated services, we add significantly more value than simply providing investment advice and performance monitoring. Our strategic partnership with SEI is designed to increase our operational efficiency and enhance our focus on risk management—with the potential to incur lower fees. † 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. * Represents a partial list of current institutional clients selected from SEI's complete client roster, all of which are global, corporate defined benefit and/or defined contribution clients, have assets over $50 million, and have provided SEI with permission to use their names in marketing materials. It is not known whether the listed clients approve of SEI or the advisory services provided. The inclusion of particular clients on this list does not constitute an endorsement or recommendation of SEI's products or services by such clients. As of March 31, 2025. Maximizing value.

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