SEI Investments

SEI Investments is a global financial services company that offers a variety of products and services to its clients, including:
1. Investment Management: SEI Investments provides tailored investment management solutions to individuals and institutions. These solutions are designed to meet the unique objectives and risk profiles of their clients, and can include actively managed equity and fixed-income portfolios, as well as alternative investments.
2. Wealth Management: SEI Investments offers wealth management services to high-net-worth individuals and families. These services include investment management, financial planning, estate planning, and tax management.
3. Retirement Solutions: The company offers retirement planning and solutions to both individuals and institutions. These solutions include retirement income planning, retirement plan consulting, and retirement plan administration.
4. Outsourcing Services: SEI Investments provides outsourcing services to wealth management firms and financial advisors. These services include portfolio management, middle and back office operations, and technology solutions.
5. Alternative Investments: The company offers a range of alternative investment solutions, including private debt, private equity, real estate, and hedge funds.
6. Advice and Guidance: SEI Investments provides financial advice and guidance through its team of financial professionals. This can include guidance on investing, retirement planning, and wealth management strategies.
7. Technology Solutions: The company offers a suite of technology solutions to help its clients improve their operational efficiency and provide a better client experience. These solutions include CRM, financial planning software, and online reporting tools.
8. Trust Services: SEI Investments offers trust services to help individuals and families manage their wealth and plan for the future. These services include trust administration, fiduciary services, and estate settlement.
9. Institutional Services: The company offers a range of solutions to institutional clients, including pension plans, endowments, and foundations. These solutions include investment management, consulting, and fiduciary services.
10. Education and Research: SEI Investments provides education and research resources to help investors stay informed about market trends and investment strategies. These resources include articles, white papers, and webinars.