SEI

SEI is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. SEI is one of the world’s largest manager of managers and has more than 2,800 employees in offices around the world. Our manager of managers expertise gives you access to some of the world’s best managers and boutique firms, via a robust institutional process that introduces investors to vast levels of diversification.

SEI is excited to partner with an innovative supporter in Succession, to offer affiliated adviser firm’s access to our Strategic Portfolios. SEI recognises that investor goals are distinct and have different time horizons. The suite of seven funds fall into two groups: Stability-Focused and Growth-Focused.

The Stability-Focused Strategic Portfolios are designed for investors who are trying to protect against losses while working towards a comfortable level of growth. The Growth Focused Strategic Portfolios are designed for investors whose goal is to steadily accumulate assets at a rate consistent with their risk tolerances relative to their goals.