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The potential benefits of a
goals-driven approach
Wealth doesn't happen by accident. It's the potential end result of a goals-based investment
framework that helps you grow your investments over time. At any given time, each of your
goals—major purchases, career redirection, family changes, philanthropic aspirations—
can differ in priority or in the time and resources required for achievement. The key to
understanding how to best use your wealth is to get an appreciation of how your goals are
interdependent, both financially and emotionally, within the bigger picture of your life.
Goals-based investing helps you make more rational investment decisions and stay
invested during periods of market volatility instead of focusing on arbitrary benchmarks.
We can help uncover your
purpose, which can include family,
passions, values, and legacy.
Each goal will have its own time horizon
and risk tolerance. We'll work to make
a plan suitable to your time frame.
You'll have access to SEI's goals-
based strategies, built with a belief
in diversification, strategic asset
allocation, rigorous investment
selection, and ongoing oversight.
Aligning your goals
and portfolios
Multiple portfolios for multiple goals, within one account
Sample unified managed account structure: John Smith IRA
Total allocation
/
Stability
= Fixed Income
= Equity
%
%
%
%
Growth
= Fixed Income
= Equity
