361 Financial Planning has partnered with a leader in investment management to provide our clients with institutional money management that is not available to retail investors.


SEI (NASDAQ: SEIC) is a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management.

SEI is a leading global provider of institutional and private client wealth management solutions, including asset management, investment processing, and investment operations. We help professional wealth managers, institutional investors and private investors create and manage wealth — and enable their long-term success by providing solutions that are both comprehensive and innovative.

Since 1968, SEI has been a leader in the investment services industry, recognized for its history of innovation. Throughout this 40-year history, our mission has remained constant: to help clients achieve continued success by developing consistently relevant solutions delivered through an outstanding client experience. Many of our solutions are unique, combining advice, investments, technology, and operations into comprehensive solutions designed to help professional wealth managers improve their business success; institutional investors make better financial decisions; and private clients achieve their life and wealth goals.

Today, we serve about 8,200 clients, including banks, trust institutions, wealth management organizations, independent investment advisors, retirement plan sponsors, corporations, not-for-profit organizations, investment managers, hedge fund managers, and high-net-worth families.

SEI manages or administers $684 billion in mutual fund and pooled or separately managed assets, including $265 billion in assets under management and $419 billion in client assets under administration.1

SEI is a public company and is listed on the NASDAQ exchange under the symbol SEIC.

Our main office and corporate headquarters is in Oaks, Pennsylvania, USA, near Philadelphia. We also operate from offices in Canada, Hong Kong, Ireland, the Netherlands, South Africa, the United Arab Emirates, and the United Kingdom.

SEI offers solutions in five wealth management markets.

Private Banks

SEI offers institutional and private client wealth management solutions to private banks, trust institutions, and wealth management organizations. We support every facet of a global wealth management business, including business development, investment management, investment processing, and infrastructure operation. These solutions help banks to grow and protect revenue, control costs, manage risk and allocate capital more effectively. Clients include banks and institutions in the United States, Canada, Europe, the Middle East and Asia.

Financial Advisors

SEI offers wealth management platforms to independent financial advisors, including end-to-end solutions for practice management, investment management and investment processing. These solutions help financial advisors strengthen client relationships and improve their business success. Clients include registered investment advisors, independent broker-dealers, financial planners, and life insurance agents located throughout the United States; and independent financial advisors in Canada and the United Kingdom.

Institutional Investors

SEI offers retirement and investment solutions for defined benefit plans, defined contribution plans, endowments, foundations, and board-designated funds. These solutions help institutional investors make better financial decisions, reduce business risk, and fulfill their due diligence requirements. Clients include retirement plan sponsors, healthcare organizations, and not-for-profit organizations in the United States, Canada, the United Kingdom, the Netherlands, Hong Kong, and South Africa.

Investment Managers

SEI offers asset administration and investment processing outsourcing solutions for mutual funds, hedge funds, private equity funds, exchange-traded funds, collective trusts, and separately-managed account programs. These solutions help investment managers keep pace with industry requirements, achieve efficiencies, reduce business risk, and focus on their core business strategies. Clients include investment managers, banks, and investment companies located in the United States; and alternative investment managers worldwide.


SEI offers comprehensive life and wealth solutions – including advice, goal-based investment strategies and financial services – to high-net-worth investors and their families in the United States. These solutions help affluent investors and their families get the most out of their lives and make wealth work to meet personal objectives.

1 As of March 31, 2016