SEI

SEI is one of our trusted partners in investment management. Founded in 1968, SEI is a leading global provider of institutional and personal wealth services, including asset management, investment processing and investment technology.  They work with over 6,000 independent advisors who must meet certain criteria to be eligible to work with SEI (we meet the criteria) and they manage more than $50 billion for this group.  The most predominant factor that differentiates them from other advisor resources is their goals-based investment approach.