Private Client Models

A core investment solution designed to meet a wide variety of investors’ financial goals

SEI Private Client Models provide a core investment solution designed to meet a wide variety of investors’ financial goals. We recognize that investor goals are distinct and have different time horizons. Our objective-based approach aims to maximize returns, limit volatility and manage investment risk.

Our 9 models fall into 3 groups:

  1. Stability-focused: For investors trying to protect against losses, while working toward a more comfortable level of growth. They're managed to drawdown targets, with the objective of avoiding a loss that exceeds the target percentage under most market conditions.
  2. Growth-focused: For investors who seek to steadily accumulate assets at a rate consistent with their risk tolerance relative to their goal. These models capitalize on our expertise in asset allocation and allow investors to simultaneously hold broad equity and fixed income to potentially enhance performance and manage risk.
  3. Income-focused: For investors with investment goals that seek to generate total return with an emphasis on income.

Designed to suit a range of financial goals

Chart of stability, growth and income focused models

 

Legal Note

For illustrative purposes only.

Looking for a scalable solution to manage the impact of taxes on your clients' complete, diversified investment portfolios?

The tax-managed versions of our Private Client Models are built using our tax-managed large cap and small cap-equities, as well as municipal and other tax-exempt fixed-income funds.

Legal Note

SEI Investments Management Corporation (SIMC) is the investment adviser to the Models and the SEI Funds. The SEI Funds are distributed by SEI Investments Distribution Co (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company. There are risks involved with investing, including loss of principal. There is no assurance that the objectives of any strategy or fund will be achieved or will be successful. No investment strategy, including diversification, can protect against market risk or loss.

SIMC does not represent in any manner that the tax consequences described as part of its tax-management techniques and strategies will be achieved or that any of SIMC's tax-management techniques, or any of its products and/or services, will result in any particular tax consequence. The tax consequences of the tax-management techniques, including those intended to harvest tax losses, and other strategies that SIMC may pursue are complex and uncertain and may be challenged by the IRS. Neither SIMC nor its affiliates provide tax advice.

Carefully consider the investment objectives, risk factors and charges and expenses of the Funds before investing. This and other information can be found in the Funds' full and summary prospectuses, which may be obtained by calling 1-800-DIAL-SEI. Read the prospectus carefully before investing. 

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