Wealth Managers

To differentiate yourself in a crowded industry, focus on what your clients value most. We can do the rest.

It seems like everyone is in the wealth management business these days.

That’s creating more competition for the same clients and assets. If you want to deepen client relationships and expand your client base, you need to differentiate yourself and focus on what matters most to them.

We can help by providing you:

  1. Outsourced investment solutions. When our team of more than 100 professionals assists you with research, portfolio construction, portfolio manager monitoring and rebalancing, you can reclaim a precious commodity: your time. You can use it to help your clients where you can have the most impact – providing holistic advice to help them achieve their goals. And you're getting more than just investment products -- our goals-based approach, multi-level risk management and expertise complement our strategies and funds.
  2. End-to-end wealth management services.  What gets in the way of growth for your organization? Not enough capital? Disparate, bolted-on technology that’s lost its cutting edge? Too many vendors to manage effectively? Whether you’re competing around the corner or the globe, our fully-integrated, unified outsourcing solution gives you the flexibility and scalability you need.

You can’t grow if you’re constantly putting out fires – you can barely keep pace.

Your business should be able to run and grow at the same time.

To lead your business into the future, you need a strategic partner who can support your wealth management supply chain. One who uses technology and people to transform your business – so you can manage and grow your relationships and your bottom line.

We’re the first (and to this day, the only) firm that has consistently owned the core technology and employed the people to run the back office operations on behalf of our wealth management clients.

You don't have to go it alone. We're a long-term strategic partner that you can feel good about, because our values center around building relationships that strengthen our client communities.

Legal Note

Investment solutions by SEI Investments Management Corporation (SIMC). Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. SIMC and SPTC are wholly owned subsidiaries of SEI Investments Company.