SEI and Your Advisor: Paving the Way to Your Success

Your advisor taps SEI’s global resources and expertise to help you pursue your goals.

Our investment principles and processes, coupled with your advisor’s personal relationship with you, work together to help enhance returns, reduce volatility and manage investment risk.

Why it matters

How does this relationship help you?

  • Easy-to-understand reports – SEI ranked #1 for best mutual fund statement reporting and documentation of goals and progress.*

  • Access to leading investment managers – You may benefit from the same sophisticated investment philosophy and processes used by institutional investors.

  • Track record of success in product and solution innovation – For more than 40 years, SEI has been a leader and innovator in helping meet the challenges of managing personal and institutional wealth.

This site introduces you to SEI, our approach to investing, and our time-tested processes. Together with your advisor, we provide the compass to help you reach your financial destination. Click the following link for more information.

* Dalbar’s 12th Annual Trends and Best Practices in Investor Statements, 2010

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