Sei Investments Management CORP

SEI Investments Management Corporation provides investment advisory services to individuals, families, and institutional clients through its SEI Private Wealth Management segment. SEI Investments Management Corporation helps clients with net worth generally totaling $10 million set goals, manage portfolios, and handle administrative and estate planning needs. The firm builds diversified portfolios using its own pooled investment vehicles, mutual funds, exchange-traded funds, and alternative investments, often employing a multi-manager approach where third-party sub-advisors manage portions of the assets. SEI Investments Management Corporation also offers managed account programs that include tax-loss harvesting and environmental, social, and governance screening.