Advisor Flipbooks

3 SEI Strategies featuring the American Funds ® combine our disciplined investment approach with American Funds from Capital Group ® and Capital Group ETFs, providing a diverse range of low-cost funds for goals-based investors. You can select from growth- and stability-focused strategies based on your individual goals, and the portfolios are built and maintained by SEI's Investment Management Unit. 1 1 SEI's Investment Management Unit is a team within SEI Investments Management Corporation (SIMC), which serves as investment advisor. 2 Source: Capital Group, as of December 31, 2023. Why Capital Group? As one of the largest investment management organizations in the United States, 2 Capital Group believes that deep, fundamental research is the backbone of the firm and essential to helping investors build better financial futures. Why SEI? We believe a goals-based wealth management approach is the best way to meet objectives, and that asset allocation is the biggest factor in investment success. What we have in common: • Belief in the value of financial advice and the strength of strategic partnerships to serve independent advisors and their clients. • The synergy of SEI's rigorous, disciplined, and process-oriented investment oversight coupled with the Capital System TM , Capital Group's process for investing. • Goal-oriented wealth management approach and long-term investment perspective. • A shared mission to leverage the tenured industry experience, market leadership, and innovation of both companies to help investors reach their goals. SEI STR ATEGIES FEATURING THE A MERIC AN FUNDS SEI and Capital Group: Better together.

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