Investment performance shouldn't be the sole determinant of your clients' success. A holistic goals-based approach shifts the focus away from beating arbitrary benchmarks and toward what really matters: achieving personal goals. Guiding your clients along their unique financial paths is what sets trusted advisors apart from the rest.

We've been providing goals-based solutions for more than a decade.

And we’ve stayed on the leading edge and continue to evolve our process and solutions to meet our clients' -- and their clients' -- needs.

Our goals-based models give you:

  • Access to some of the world’s best institutional investment managers
  • Continuous, multilevel portfolio monitoring by a dedicated global team of investment professionals
  • Exposure to up to four asset classes: equity, fixed income, alternatives and cash

Our strategies are built to support our goals-based investing philosophy, so you can align an investment's success against a client's personal goals, rather than benchmarks alone.

Take emotions out of the equation

Help steel your clients against behavior that undermines their long-term financial success.

Goals-based investing helps them focus on meeting goals, not beating (or reacting to) a benchmark.

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Legal Note

SEI Investments Management Corporation (SIMC) is the adviser to the strategie 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.
For those SEI Funds which employ the "manager of managers" structure, SIMC has ultimate responsibility for the investment performance of the Funds due to its responsibility to oversee the sub-advisers and recommend their hiring, termination and replacement.