Issue link: https://info.seic.com/i/1457163
3 The power of global resources In today's interconnected, global marketplace, there are countless choices for implementing your strategy. To help you tap the best the market has to offer, your advisor has chosen a company with global capabilities—SEI. Publicly traded on the NASDAQ Exchange (under SEIC), we have been helping investors of all sizes to make better decisions for over 50 years. In addition to working with individual investors, we serve many of the world's largest banks, corporations and other institutional investors. Your advisor chose us because we share their values of integrity and the benefits of a goals-based approach to investing. Goals-based investing: all goals are not created equal. At many firms, a family's wealth is lumped into a single portfolio with a single risk level. But does this seem logical? Why identify multiple, different goals and then treat them identically by putting all assets in a single portfolio? All goals are not equal, nor do they come to fruition at the same time. Instead of a one-risk, one-strategy- for-all-goals approach, we structure your assets differently, depending on the individual goals and their individual time frames. That's what distinguishes our approach from others. Performance is best measured by goal achievement To track how you're doing against all your goals, we divide your assets into separate portfolios for each goal and assign a risk level appropriate for each. Money for near-term needs, like living expenses, is exposed to little or no risk. Mid-term goals, like saving for college, take on moderate risk. Long-term goals, such as saving for retirement, are invested for more growth because there is time to recover from market downturns. Set goals and priorities Identify obstacles Begin collecting financials Introduce goals-based " " we divide your assets into separate portfolios for each goal