Our Advisory Strategies are a straightforward implementation of our goals-based thinking. These strategies have only 6 funds per model, but are diversified and designed to meet a variety of investor goals, from income to preservation to growth.
Each strategy maintains a strategic asset allocation. They are built using our manager-of-managers framework, which provides you with access to world-class institutional and boutique managers not typically available to retail investors.
SEI Investments Management Corporation (SIMC) is the advisor to the models. SIMC provides non-discretionary asset management services in the form of models to your advisor. Your advisor may or may not utilize SIMC's model investment recommendations when advising client accounts. There are risks involved with investing, including loss of principal.