Goals-based Investing for Affluent Families and Individuals

Our investment style changes everything. When we track your portfolio against your personal goals, you see actual progress toward the things you want most.

Our investment style matches your goals

graphic: Your goalsAll your investments are not created equal. Think about it: You probably have a more vested interest in maintaining your lifestyle than buying a vacation home. So why would you create a single portfolio with one set of risk measures?

We take the best of modern portfolio theory and apply it to each of your goals.

Evolving from single focused to beautifully complex 

Our multi-portfolio construction assures that each goal (preservation and/or aspirational) is assigned its own risk tolerance, time horizon and return target. Your portfolio is constructed to meet individual cash requirements, manage portfolio volatility and optimize tax efficacy.

And we track each portfolio metric relative to each of your goals, as well as to the market. It measures actual progress, and the implications of that are profound.

Why it changes everything

When your portfolios are focused on achieving goals, you have the potential to:

  • Generate excess capital beyond investment returns  
  • Have more reliable income distributions to meet expenses or charitable distributions 
  • Make better decisions using better portfolio data and goals-based metrics (like maximum drawdown and distribution targets) 
  • Ward off emotional reactions to market downturns

graphic: tree view of our investment elementsRooted in research

Goals-based investing is equal parts individual goals and capital markets. That balance is made structurally sound with original research, active portfolio management, and access to third-party specialist managers. Six investment principals guide us:

  1. Set a firm foundation with asset allocation. 
  2. Diversify wisely with active portfolio design. 
  3. Select and evaluate leading, independent managers. 
  4. Active portfolio construction and management. 
  5. Actively manage risk. 
  6. Reduce tax impact.

We merge your needs with our global economic perspective

Legal Note

SEI Private Wealth Management is an umbrella name for various life and wealth services provided through SEI Investments Management Corporation, a registered investment advisor.

See your investments through a new lens

Personal wealth management for high-net-worth individuals

If you're like other wealthy individuals, you might be surprised at the gap between your goals and the wealth you've set aside to attain them. We work with a group of highly successful entrepreneurs, CEOs, executives and families to align investments with personal objectives.

Personal wealth management
Photo: a client meets with advisor

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