We were a pioneer of goals-based investing more than a decade ago. Since then, we’ve stayed on the leading edge and continue to evolve our process and solutions. Our five-step process shifts the focus of investing away from beating arbitrary benchmarks to what really matters: achieving personal goals.

We recognize that investor goals are distinct and have different time horizons.

Growth goals: This is a long-term strategy (such as retirement), where growth investing exposes investors to the many opportunities -- and risks -- the markets offer. It may lower the chance of investors outliving their assets.

Stability goals: Vital for intermediate-term goals (like saving for college or a second home), our goals-based investments are equipped with features designed to manage the risk of loss. 

Why goals-based?

A true goals-based investment process can help:

  • Frame conversations with investors to identify goals and set priorities based on their  personal circumstances
  • Grow investor confidence
  • Keep investors calm when the markets challenge their patience, curbing counterproductive behavior

Our goals-based approach, multi-level risk management and investment expertise can help you differentiate your business and become the trusted advisor your clients need.

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Legal Note

SEI Investments Management Corporation (SIMC) is the adviser to the strategies discussed.

There are risks involved with investing, including loss of principal. Diversification may not protect against market risk. There is no assurance the goals of the strategies discussed will be met