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Independent Investment Advisors working with SEI
are able to:

  • free up their time
  • improve their profitability
  • differentiate themselves from competitors
  • reduce their business risks
Today’s successful independent financial advisory firm looks to SEI for three integrated core competencies:
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SEI frees up advisors' time by supporting them with such activities as:
  • Asset Allocation and Portfolio Rebalancing
  • Reporting and Operations
  • Monitoring of Managers
  • Marketing and New Business Acquisition
  • Business Consulting, etcetera

SEI Advisors have more time to grow profitable Businesses:


*2006 SEI Moss Adams Financial Performance
of Financial Advisory Firms Study

Learn more about our Solutions & Services.
Learn more about the SEI Difference.
Learn more about SEI's Impact on Advisors.



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