New Offering Brings Additional Flexibility to SEI’s Customizable Investment Platform
SEI announced the launch of the SEI American Funds Strategies, built specifically for independent advisors leveraging the SEI Wealth Platform. Offered by Independent Advisor Solutions by SEI, these six strategies are built with American Funds by Capital Group to provide greater flexibility and help empower advisors to meet their clients’ investment goals.
“The addition of the SEI American Funds Strategies highlights our customizable platform and the flexible investment solutions we offer advisors to design the right portfolios to help their clients meet their investment goals,” said Wayne Withrow, Head of Independent Advisor Solutions. “We believe that focusing on long-term achievement, rather than short-term performance, is a critical component of an effective financial plan. We have long advocated for the merits of goals-based wealth management because we believe a client’s life goals should define their investment goals.”
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SEI American Funds Strategies:
- Are designed, constructed and maintained by SEI’s Investment Management Unit¹ based upon the company’s asset allocation philosophy.
- Are built with a core of American Funds by Capital Group using its low-cost, F3 share class.
- Support a goals-based wealth management approach and align with growth-, stability- and income-focused goals.
- Benefit from the safety and security of assets being held within SEI Private Trust Company.
“Our commitment, resources and insights to help advisors build better portfolios coupled with financial advice from a client’s advisor is an important combination for clients to reach their long-term financial goals,” said Bill Brady, senior vice president and head of wealth management distribution, Capital Group. “We are pleased to work with SEI to bring to market these six strategies that leverage the industry experience and innovation of both companies.”
