Advisor Flipbooks

SEI strategy risk level. For Financial Intermediary Use Only. Not for Public Distribution. Below you will find the recommended strategies based on the investor's risk tolerance. Risk Profiles Low 0-31.99 Medium 32-68.99 High 69-100 1 0/100 2 20/80 3 40/60 4 60/40 5 80/20 6 100/0 SEI Target Allocation Strategies Fixed Income Conservative Moderate Conservative Moderate Growth Growth Equity SEI Objective Based Strategies Short Term Defensive Current Income Conservative Moderate Income Equity Innovation Real Income High Income Dividend Income Fixed Income 0-3, 0-5, 0-10, 0-20, 0-30 SEI Target Allocation Strategies: SEI Strategies, SEI Tax-Aware Strategies, SEI Dynamic Strategies, SEI Tax-Aware Dynamic Strategies, SEI U.S. Focused Strategies, SEI Strategies with American Funds, SEI Strategies with Dimensional, SEI ETF Strategies, SEI Tax-Managed ETF Strategies, SEI Dynamic ETF Strategies, SEI U.S. Focused ETF Strategies SEI Objective Based Strategies: SEI Income-Focused Strategies, SEI Distribution-Focused Strategies, SEI Stability-Focused Strategies, SEI Thematic-Focused Strategies, SEI Sustainable Strategies SEI Fixed Income Strategies: Taxable, Municipal, Corporate, Government, TIPS, BBB SIMC is the manager of the SEI Strategies with American Funds and the SEI Strategies with Dimensional (the Strategies). As such, SIMC is solely responsible for the fund selection and portfolio construction of the Strategies. American Funds are offered by American Funds Distributors, Inc., member FINRA. Neither SEI nor its subsidiaries is affiliated with American Funds Distributors, Inc. or Capital Group®. All Capital Group trademarks are registered trademarks owned by The Capital Group Companies, Inc. or an affiliated company. All other company and product names mentioned are the trademarks or registered trademarks of their respective companies. Dimensional funds are offered by DFA Securities LLC, member FINRA. Neither SEI, nor its subsidiaries is affiliated with DFA Securities LLC. SEI Investments Management Corporation (SIMC) is the manager of the SEI Strategies with Global X. Global X ETFs are offered by SEI Investments Distribution Co (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company (SEI). Regarding the SEI Dividend Income Strategy with Global X, SIMC is solely responsible for the fund selection and portfolio construction from among the Global X family of ETFs. Regarding the SEI Equity Innovation Strategy with Global X (the Strategy). SIMC constructs the Strategy on the basis of a Global X ETF model; however, SIMC constructs the Strategy upon its own risk adjusted optimization process. Therefore, the Equity Innovation Strategy is expected to differ from the Global X model in several ways including but not limited to ETF selection and performance. Please see the ADV for additional important information regarding the Strategy and risks.

• Cover