Asset Management

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As part of the Wealth By Design team, we have partnered with SEI, a global leader in wealth management solutions.  For more than 40 years, SEI has created innovative solutions to meet the needs of managing wealth.  Our strategic partnership with SEI is designed to increase our operational efficiency, resulting in lower fees and a focus on risk management.

SEI was founded in 1968 and has over 204 billion in assets under management as of June 30th, 2013.  They are headquartered in Oaks, Pennsylvania with over 2,600 employees worldwide.  They have 100 Investment Analysts across the globe that look at quantitative and qualitative analysis as part of their multi-manager approach to optimize returns.

Learn more about SEI:

Investor Resource Center

As part of the Wealth By Design team, we have partnered with SEI, a global leader in wealth management solutions.  For more than 40 years, SEI has created innovative solutions to meet the needs of managing wealth.  Our strategic partnership with SEI is designed to increase our operational efficiency, resulting in lower fees and a focus on risk management.

SEI was founded in 1968 and has over 204 billion in assets under management as of June 30th, 2013.  They are headquartered in Oaks, Pennsylvania with over 2,600 employees worldwide.  They have 100 Investment Analysts across the globe that look at quantitative and qualitative analysis as part of their multi-manager approach to optimize returns.

Learn more about SEI:

Investor Resource
Center