Financial Advisors

Your outsource partner in turnkey asset management and back office administration


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Do you want to earn more revenue and profit? Do you want to save time and focus on your clients? Do you want to differentiate yourself from the competition? Do you want to grow your practice without growing overhead?


SEI frees you to focus on your clients – growing your practice and your profits.

For over 15 years, SEI has provided financial advisors with comprehensive wealth management services through outsourced investment management, back office, and administrative functions.

You know best how to meet your clients’ needs. We know how to help you:

  • Save time -- Every day is easier with SEI handling the details, from asset management, portfolio construction, and manager selection to administration and operations.
  • Grow profits -- It adds up: High-quality client solutions + more efficiency = higher profits.  
  • Stand out -- It’s a difference your clients can see – a goals-based investment approach, enabled by a manager of managers process that provides variety, convenience and value.  
  • Manage risk  -- You can rely on us for proven, systematic, and scalable business processes, in any market and as your business grows.

Leverage your time and strengths by drawing on the SEI Advisor Network’s core competencies:

Learn more about how you can save time, build revenues and grow your business with the SEI Advisor Network (pdf).

With over 6,500 advisors currently working with SEI and over $27.5 billion in advisor assets under management, our leadership, strength, and stability are clear.

Join the SEI Advisor Network and see how much easier it can be to do business.

Connect with an SEI Relationship Manager today. Call us at 888-734-2679 or contact us online.

 

SEI Advisor Network is an internal business unit of SEI Investments Company.

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Earn More.

A recent Moss Adams study confirms that advisors who partner with SEI have more time to focus on growing their business.
 

2008 Moss Adams Financial Performance Study of Advisory Firms. The data shown is based on 42 advisors that work with SEI out of 215 total responses of broker dealer affiliated advisors.