As one of the top OCIOs to nonprofit organizations, including life plan communities, we understand your capital spending requirements. We are committed to clearly understanding the business objectives, challenges and constraints of continuing care communities.

$790 million Continuing Care assets under management (as of 12/31/20)

We help life plan communities provide the most rewarding living experience for active and engaged seniors by striving to prudently maintain your cash flow and investment resources. 

Your goals are our goals

We partner with you to support your business success by:

  1. Taking a holistic and analytical look at all of your portfolios, so we have a clear understanding of your business objectives
  2. Providing access to our institutional-class, third-party money managers for economies of scale and the potential for better pricing
  3. Sharing our established risk and investment processes, experience and resources for proactive ideas

Return capital to your business

Our process is holistic (not asset-centric) for a reason -- it's designed to help you make more informed decisions about asset allocation strategies. And by doing this within an acceptable level of risk that we work with you to determine, you're able to work towards putting capital back into your business with confidence. You'll continue to keep your campuses looking great and offer the best amenities to your residents. LeadingAge

We're not new at this -- we have a growing client base of life plan communities. And our experts can share success stories of how we've partnered with continuing care communities like yours to better manage the overall portfolio to better meet business goals.

Get the right help from the right provider

Not all OCIOs are alike – experience and infrastructure matter.

You need an OCIO with a unique investment background and the ability to monitor the market to make timely changes.

A proven OCIO

Legal Note

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.