7
Our
investment
process
starts with
Understand your purpose.
Your advisor uncovers your purpose, which can
include family, passions, values, and legacy.
Translate purpose to goals.
It's an ongoing conversation with your advisor because goals
evolve, and each has its own time horizon and risk tolerance.
Build a goals-based portfolio.
Our goals-based strategies are built with a belief in
diversification, strategic asset allocation, rigorous
investment selection, and ongoing oversight.
Connect your portfolio and purpose.
We're a connector. We help power your wealth and protect your
future by helping to manage uncertainty and risk. Our aim is to fulfill
your purpose and preserve what you've worked so hard to build.
you.
It begins with you.
SEI Strategies featuring the American Funds bring together key
strengths of SEI and Capital Group to help you meet your goals.
Your financial advisor will work with you to help establish a targeted growth range and a maximum risk
of loss that fit your investment goals and risk tolerance. We don't think you'll find an alternative that
more closely meets your needs and delivers the diversity, flexibility, and value you expect.
Contact your financial advisor to learn more about
SEI Strategies featuring the American Funds.
