Areas of Expertise
- Flexible investment management strategies
- Practice management coaching and tools
- Thought leadership for independent advisors
- Advisor business platform services and technology to help you save time
Our team’s mission is to help you get back to the heart of your work: helping clients build wealth. We believe the most important service you can offer clients is your ability to coach them through their financial lives.
Our goal is to help you work smarter, deepen your client relationships and develop a strong, enduring business – so you can be more productive, passionate and tuned into your clients’ needs, growing your business, and becoming more competitive.
Independent Advisor Solutions
Our outsourcing services are designed to help you grow, save time, increase profitability, and differentiate your firm — with flexible investment management, integrated technology and extensive practice management tools.
Our goals-based approach to investing helps you pinpoint and meet client unique life goals.
Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Services provided by SEI Investments Management Corporation and SEI Global Services, Inc., wholly owned subsidiaries of SEI.
Investing involves risk including possible loss of principal.