Case Management

The Investment Services Team is a comprehensive investment resource designed to help advisors win new business.

Specialized help for your individual cases

The Investment Services Team is a comprehensive investment resource designed to help advisors win new business. Each member of our team was strategically selected for his or her diverse financial background and highly specialized expertise in investment portfolio analysis and design. Each brings expertise in tax and financial planning, and presentation.

Our mission is to spot the holes and weaknesses in investment portfolios. We work with a broad suite of advice-driven asset management solutions.

You’ll get a team composed of CFPs, CPAs, and CFAs to assist you with:

Investment portfolio analysis

  • Asset allocation
  • Tax management
  • Risk assessment
  • Municipal bond markup analysis

Individual income tax return observations

  • Identify areas for improved tax efficiencies 
  • Recommend ideas for reducing taxes

Tax Transition analysis

  • Tax-optimize the non-qualified portfolio transition
  • Staged sales, timing of sales and gifting strategies

Legal Note

This information should not be relied upon by the reader as research or investment advice. This information is for educational purposes only.

Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein: and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.

Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company.

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