Helping wealth management firms and their advisors achieve success and provide better outcomes to their clients through integrated, customizable advice, and investment solutions.
Our Team: Investment Management Unit
What sets us apart most is the way we work with clients. We are dedicated to building true strategic partnerships—aligned in value proposition and a shared strategy. Our clients receive ongoing support, a sales team at the ready to answer questions, client communications, and insights on market conditions, all designed to help you serve your clients.
Important information:
SEI's Investment Management Unit is a team within SEI Investments Management Corporation (SIMC), a registered investment adviser. SIMC is a wholly owned subsidiary of SEI.