Like you, we care about your clients’ goals — setting them, pursuing them, and above all, reaching them. 

We understand that implementation isn’t always easy when you have so many investment options and strategies available to you. That’s why we’ve realigned our investment solutions as part of a goals-based wealth management approach (GBWM) — to help make it easier for you to help your clients meet their investment goals with 5-way flexibility in objectives, allocation approaches, investment styles, implementation vehicles and levels of personalization.

Fill out the form below to receive our 5-Way Flexibility toolkit which includes:5 Way Flexibility

  • Overview: How to leverage our flexible investment strategies 
  • Jake’s Investment Goals: Seeking growth and stability
  • Dennis’ Investment Goals: Aim to balance income and distribution, and growth
  • Denise’s Investment Goal: Pursuing growth


For more information, insight and guidance on ways you can use your tax know-how to help deepen client relationships, please contact an SEI consultant at 888-734-2679.  

Download the toolkit

Legal Note

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company.

It is important to consider many factors when choosing an investment including, but not related to, age, principal, risk tolerance, goals and objectives. Be sure to discuss all of these with your financial advisor before making an investment choice. There can be no assurance that objectives will be met.

There are risks involved with investing, including possible loss of principal.