©2023 SEI
13
SEI Managed Account Solutions: Overview
For Financial Intermediary Use Only. Not for Public Distribution.
• SEI Managed Account Solutions consist of specialist money managers that manage individual portfolios of stocks,
bonds, Exchange Traded Funds (ETFs) or mutual funds based on a specific investment style.
• Representing the full spectrum of asset classes and styles, the managers provide security selection expertise within
their specific investment style.
•
SEI Managed Account Strategies. These strategies comprise a wide variety of specialist money managers and are available within
four family of managed accounts: Select Managers, Tax-Managed Select Managers, Tax-Optimized and Income Strategies.
•
Self-Select Strategies. A selected group of money of specialist money managers that manage individual portfolios of stocks, bonds,
managers, each skilled in a specific investment discipline, are available to create a customized portfolio consistent with an
investor's goals, time horizon and risk tolerance.
•
Custom High Net Worth Strategies. City National Rochdale specializes in providing customized portfolios for high-net-worth
individuals, families and institutions designed for clients desiring an extra level of personalized portfolio management.
