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Goal alignment

Financial plans are truly meaningful only when they put the investor and their goals at the center. That’s because you cannot build a strategy without a clear understanding of investor goals, priorities, and aspirations, as well as time horizons and risk tolerances.

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Asset allocation

Customized asset allocation and diversification are essential components of investment success. The rationale is simple: asset allocation helps to balance risk and reward.

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Portfolio design

Different assets classes, different weightings, and different managers impact one another. In other words, how an investment portfolio is designed and constructed matters.

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Implementation

In order to optimize an investment portfolio, it’s crucial to find managers that have a time-tested ability to help deliver on the portfolio objectives.

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Risk management, monitoring and oversight

Continuous monitoring helps ensure managers remain aligned to the strategies' goals and risk tolerances. 

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Investment services provided by SEI Investments Management Corporation (SIMC). SIMC is a wholly owned subsidiary of SEI Investments Company (SEI).

Investing involves risk including possible loss of principal. There is no assurance goals will be met. Diversification may not protect against market risk.

This information may not be applicable to all programs offered through Investment Adviser Services.

SIMC does not represent in any manner that the tax consequences described as part of its tax-management techniques and strategies will be achieved or that any of SIMC's tax-management techniques, or any of its products and/or services, will result in any particular tax consequence. The tax consequences of the tax-management techniques, including those intended to harvest tax losses, and other strategies that SIMC may pursue are complex and uncertain and may be challenged by the IRS. Neither SIMC nor its affiliates provide tax advice.

Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax, penalties and/or interest which may be imposed by the IRS or any other taxing authority; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. Accordingly, Clients should confer with their personal tax advisors regarding the tax consequences of investing with SIMC and engaging in the tax-management techniques described herein (including the described tax loss harvesting strategies) based on their particular circumstances. Clients and their personal tax advisors are responsible for how the transactions conducted in an account are reported to the IRS or any other taxing authority on the Client’s personal tax returns. SIMC assumes no responsibility for the tax consequences to any Client of any transaction.

Your financial advisor is not affiliated with SEI or its subsidiaries.