2 Connecting you to what matters most
Suite of solutions.
We provide a total flexible, outsourced,
end-to-end business solution that helps your
advisors save time, increase revenues and
differentiate themselves in the market.
Powered by the SEI Wealth Platform
SM
, we
bring together the services they need so
they can spend more time with their clients
and less time managing operations and
technology. We offer a fee-simple approach
to investment solutions.
Investment
and wealth
programs
SEI investment
philosphy
• Scientific, disciplined and
time-tested approach
• Supports accumulation,
stability and income goals
• Targeted asset allocation
• Multiple specialist managers
with dynamic asset
allocation
• Tax management emphasis
• Ongoing oversight by
100+ in-house Investment
Management Unit
Flexible investment
options
• Mutual Fund Strategies
• Managed Account Solutions
— ETF Strategies
— Distribution-Focused
Strategies
• Goals-Based Strategies
• Tax-Managed Portfolios
• SEI Fixed Income Portfolio
Management
1
• SEI Strategies featuring the
American Funds
®
by Capital
Group
®
• Custom High Net Worth
Portfolios featuring City
National Rochdale
• SEI Strategies featuring
Dimensional
Wealth programs
• Banking
2
— FDIC-insured CD
program
— Debit card
— Online bill pay
— Checking feature
— Securities-backed lines
of credit
3
• Personal Trust Services
— Agent
— Investment directed
— Discretionary
• Donor-advised fund
