Managed Account Solutions

As investor wealth increases, a greater preference for customization often follows – which may call for a more sophisticated approach.

An investment style that’s right for each individual

Managed accounts are constructed for and owned by individual investors.

We start with a diversified manager lineup that helps to lower your client's risk profile and can mitigate volatility. An integration manager with a bird's-eye view of your account helps to monitor all activity across the other managers in an effort to maintain tax efficiency and increase flexibility.

These strategies offer investors potential advantages, including:

  • Differentiated mandates, including managed volatility, income, preferred stocks and a variety of taxable and tax exempt bonds.
  • Greater diversification, with access to specialist money managers and tax management within a single account.
  • Access to institutional-quality portfolio managers

Hypothetical example of a portfolio using a strategic manager allocation. Oversight by our tax coordinator helps to maintain tax efficiency, while potentially enhancing long-term, after-tax returns.

Tax Coordinator

Our managed accounts are available as:

Managed Account Strategies

Use a wide variety of specialist money managers within four account families: Select Managers, Tax-Managed Select Managers, Tax-Optimized and Income Strategies.

Self-Select Strategies

Use a select group of money managers, each skilled in a specific investment discipline, to create a customized managed account that helps support an investor’s goals, time horizon and risk tolerance.

ETF Strategies

Provide diversification across a variety of asset classes with a complement of well researched ETFs.

Legal Note

Investing involves risk, including possible loss of principal. Diversification may not protect against market risk.
For those portfolios of individually managed securities, SEI Investments Management Corporation (SIMC) makes recommendations as to which manager will manage each asset class. SIMC may recommend the termination or replacement of a money manager and the investor has the option to move the account assets to another custodian or to change the manager as recommended. SIMC is a wholly owned subsidiary of SEI Investments Company.

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.

Please see SIMC's Form ADV Part 2A (or the appropriate wrap brochure) for a full disclosure of the fee schedule.

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