Wealth management firms, financial advisors and their clients
Investors
We are dedicated to helping you achieve your investment goals.
Why did your advisor choose SEI funds?
Recognized globally for our expertise in asset allocation, we have developed innovative approaches and investment solutions designed to help investors reach their goals.
While we work directly with intermediaries like advisors, wealth managers, and banks, helping individuals like you meet your financial goals is ultimately at the heart of everything we do.
Together with your advisor’s knowledge of your short- and long-term goals, our investment principles and processes reduce volatility and manage investment risk. We employ a dedicated global team of 100+ investment professionals, providing continuous, multi-level monitoring.
Contact your financial advisor to learn more.
A five-step investment philosophy
From active asset allocation to independent risk oversight, our disciplined investment process helps investors stay on target, no matter the market conditions.
Information provided by SEI Investments Canada Company, the investment fund manager and portfolio manager of the SEI Funds in Canada and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.