Skip to main content

Our dedicated professionals act as an extension of your team to provide proactive guidance, education, and insights to help you achieve your financial goals. 

Nonprofits and healthcare

Custom services for higher education, community and private foundations, and hospitals and healthcare systems.

Hands surround a circular cutout of people holding hands, representing communities.
Retirement plan sponsors

Helping achieve investment goals for defined benefits, defined contributions, multiemployer, and public plans.

Close-up image of tree rings as a metaphor for legacies and financial planning
Small white ladders leading to a bright yellow lightbulb, creating a modern scene

Improve efficiency and strategic focus with OCIO

We act as an extension of your staff, focused on your long-term goals. We’ll give you dedicated staff, expert advice, timely manager changes, risk monitoring, and goals-focused reporting.

How we're different
A bright yellow lightbulb radiates ideas on a blue background representing data flow

Investment office checkup

Are you bringing unnecessary risk and inefficiency to your internal investment program? These 10 questions can help you see how your organization stacks up.

Get the questions

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

Institutional investors