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Who We Serve
Alternative Asset Managers Managers of hedge funds, fund of hedge funds, and private equity

Banks and Wealth Management Firms Banks, independent trust companies, insurance companies and wealth management firms

Financial Advisors & Wealth Managers Independent advisors, broker-dealer home offices, and wealth managers

Individuals High-net-worth individuals and families and plan participants

Institutional Investors DB and DC plan sponsors, government, healthcare, nonprofits, and unions

Traditional Asset Managers Managers of collective investment trusts, ETFs, mutual funds, and separately managed accounts
Our Solutions
Enterprise Wealth Management Services for Private Banking Organizations A comprehensive, global, scalable platform for wealth management

Customized Investment Solutions for Home Offices & Advisors Our investment products on your platform

Flexible Outsourced Business Solutions for Independent Advisors For advisors building a fee-based business

Personal Wealth Management for High-net-worth Families Goals-based advice and management

Enterprise Operating Platform for Investment Managers Turn infrastructure into a competitive advantage

Outsourced Investment Management (OCIO) for Institutional Investors Helping institutions improve strategic focus and gain efficiencies
What We Do
InvestmentManagement

Investment solutions designed to help our clients -- and their clients -- reach their goals.

Discretionary Asset Management

Manager Research Services

Philosophy and Process

Practice Management

Strategies and Funds

InvestmentOperations

Improve your operational efficiencies and lower operational risk.

Fund Administration

Investment Operations Outsourcing

Regulatory Services

Wealth Management Operations Outsourcing

InvestmentProcessing

Deploy your capital more intelligently and drive efficiency throughout your business.

Bank and Wealth Management Technology

Independent Advisor Technology

Investment Manager Technologies
Newsroom
Media Mention Dec 12, 2018
Financial Times: SEI chief Al West says innovate or die How Al moved from engineering into asset management

Press Release Dec 11, 2018
SEI Declares Dividend of $0.33 Per Share and Announces Increase in Stock Repurchase Program The Board of Directors of SEI Investments Company (NASDAQ: SEIC) today declared a regular semi-annual dividend of $0.33 (thirty-three cents) per share.

Press Release Dec 10, 2018
SEI Provides IT Hosting Platform to Strategic Global Advisors, LLC Web-based Hosting Solution Complements Front-, Back- and Middle-office Outsourcing Solutions for Investment Managers and RIAs
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About Us
Our Commitment to Innovation How we challenge traditional methods and conventional thinking

Celebrating 50 Years of SEI Video coverage: 50 years of creating next-generation solutions for our clients' enduring success

Corporate Profile Fundamentals about us, including our mission, business units, clients and assets under management

Our People Find out why our people are our most valuable assets

Our Locations You can find our offices around the world
Knowledge Center
Commentaries Dec 12, 2018
Markets Diverge on Geopolitical Unknowns Our November 2018 market commentary.

Blog Posts Dec 04, 2018
5 Challenges to Successful Meetings -- and How to Overcome Them If our meetings aren’t productive, maybe we’re doing them wrong.

Whitepapers Dec 02, 2018
Your High-Net-Worth Client Strategy It's what they want, not what you know
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Case Studies
People leading the way How fully integrated change management maximizes your investment

Leap of Faith How Washington Trust Invested in change to power future growth.

Cornering the Market Pinnacle Trust adopts modern technology to attract and retain top advisors and take client service to a completely new level.
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Webcasts & Events
Event May 8, 2019
Morningstar Investment Conference Stop by our booth and get to know our team

Event February 10, 2019
Inside ETFs Stop by our booth at the world's leading ETFs event

Event January 16, 2019
PEI CFOs & COOs Forum 2019 Visit our booth and meet with our experts at this year's event
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Contact Us

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