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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
Press Release Nov 14, 2018
SEI to Hold Analyst Call on Thursday, Nov. 15, 2018 at 9 a.m. Public Invited to Monitor Conference Call

Press Release Nov 14, 2018
SEI Positions Organization for Accelerated Growth Company’s Unified Processing and Technology Business to Support Markets’ Convergence

Press Release Nov 14, 2018
SEI Named "Top OCIO Provider" at 2018 Institutional Asset Management Awards Company Recognized for Second Consecutive Year
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About Us
Celebrating 50 Years of SEI Video coverage: 50 years of creating next-generation solutions for our clients' enduring success

Our Culture We practice our core values in our business operations, services, and relationships

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

History of Innovation Learn about our long history of paradigm-shifting solutions

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

Our Locations You can find our offices around the world
Knowledge Center
Blog Posts Nov 08, 2018
2018 Wealth Insights I The top 10 best practices for sharing your financial values with your family The family governance process can help pass financial values to the next generation

Toolkits Nov 08, 2018
Outsourcing for Independent Financial Advisors: An Evaluation Tool If you’ve ever considered outsourcing your asset management and business functions, our evaluation tool can help you assess potential providers.

Commentaries Nov 08, 2018
Election Results: Gridlock is Good Now that U.S. mid-term elections are over, investors turn their attention to the Fed's rate-hiking cycle.
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Case Studies
Leap of Faith How Washington Trust Invested in change to power future growth.

Case Study: How White Label Simplified and Diversified Investment Offerings to Plan Participants A switch to discretionary investment management led to big participant outcome improvements

No Problem Too Difficult One of the biggest government settlements in American history: a multi-billion-dollar payout to hundreds of thousands of Native Americans
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Webcasts & Events
Event November 28, 2018
Career Fair: Investment Manager Services Division Start your career in fund accounting, middle office operations or shared services

Webcast November 14, 2018
Webinar: Mastering a High-Performing Fundraising Mindset Energize your fundraising program

Event November 1, 2018
2018 Family Office Association Fall Summit Meet our team of experts
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Contact Us

Help for Clients
Investor Relations
Careers

About Us

Our Locations

You can find our offices around the world

United States Our corporate headquarters in Oaks, and our offices in Chicago, New York City, San Francisco, Denver, Indianapolis and Malvern
Canada Our Toronto office
Hong Kong SEI Investments (Asia) offers pre-packaged, bespoke and white labelled investment options that align with how you issue advice
Ireland Our Dublin office
India Our New Delhi office
The Netherlands Our Rotterdam office
United Kingdom Our London office

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