years of managing institutional assets through a variety of market cycles
30+
institutional strategic partners with custom investment solutions built to help achieve their goals
434
Technical and investment professionals focused on
understanding client needs
380+
A variety of organizations have partnered with SEI for their asset management.
We are a top OCIO and provider of asset management and technonology for institutions
All data as of December 31st, 2023.
Client list as of December 31st, 2023. Represents a partial list of current institutional clients, selected from SEI’s complete client roster, all of which are North American clients, have assets over $25 million and have provided SEI with permission to use their names in marketing materials. It is not known whether the listed clients approve of SEI or the advisory services provided. The inclusion of particular clients on this list does not constitute an endorsement or recommendation of SEI’s products or services by such clients.
Enhance your income
Our Institutional referral program makes it easy for you to enhance and diversify your income. Simply connect SEI to prospects already in your network. You'll be surprised how simple it is.
institutional assets under management
$85.1B
Sample clients:
Have a contact in mind?
Defined
Benefit
Plans
Healthcare Organizations
Identify a potential prospect and contact us
Help make
the introduction
Earn
revenue
We perform research to qualify the opportunity
Our goal is to meet with the decision
maker for institutional assets
If your lead results in a sale
Multiemployer Plans
Nonprofit Organizations
Defined Contribution
Plans
Want to get started?
Insitutions with the following asset pools are our prospects.
$9.7M paid to participants of SEI’s Institutional Referral Program in the past five years
What is your potential payout?
SEI's Institutional Advisor Referral Program.
What are we looking for?
Three simple steps to get started
Chris Doran is here to talk with you about any potential opportunities.
Schedule a call or fill out the form below, and he will be in touch.
Contacts at firm:
Asset size
$50M+ minimum investable assets
Business executives, CEO, CFO, Treasurer
Centers of Influence Leader
Chris Doran
3
2
1
Sample clients:
Contacts at firm:
Asset size
$50M+ minimum investable assets
Business executives, Healthcare executives
CEO, CFO, Treasurer
Sample clients:
Contacts at firm:
Asset size
$50M+ minimum investable assets
CFO, Treasurer, Board members,
Investment committee members, Education board members, Foundation trustees
Sample clients:
Contacts at firm:
Asset size
$300M+ minimum investable assets
Business executives, Healthcare executives, CFO, Treasurer, HR director, Benefits manager, Total rewards
Sample clients:
Contacts at firm:
Asset size
$50M+ minimum investable assets
Board members of company, Trustees of Taft Hartley plans, Trustees of public plans
Schedule a Call
As of December 31, 2023.
Important information
Click here for important information
Important information
Click here for important information
Client list as of December 31st, 2023. Represents a partial list of current institutional clients, selected from SEI’s complete client roster, all of which are North American clients, have assets over $25 million and have provided SEI with permission to use their names in marketing materials. It is not known whether the listed clients approve of SEI or the advisory services provided. The inclusion of particular clients on this list does not constitute an endorsement or recommendation of SEI’s products or services by such clients.
Click here for important information
Important information
The program is subject to the recipient executing an agreement with SEI Investment Management Corporation (SIMC) and the terms and conditions herein are subject to and limited by that agreement. Referral payment can be renewed every 5 years contingent upon a new disclosure agreed by the client.
Click here for important information
Important information
This presentation is provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company. The material included herein is based on the views of SIMC. Statements that are not factual in nature, including opinions, projections and estimates, assume certain economic conditions and industry developments and constitute only current opinions that are subject to change without notice. Nothing herein is intended to be a forecast of future events, or a guarantee of future results. This presentation should not be relied upon by the reader as research or investment advice (unless SIMC has otherwise separately entered into a written agreement for the provision of investment advice).
Defined Benefit Plans
Healthcare Organizations
Multiemployer Plans
Nonprofit Organizations
Defined Contribution Plans
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