SEI

SEI is a global asset manager headquartered in Oaks, Pennsylvania, not far from the offices of KeyAMS. This fifty-year-old company has over three thousand employees supporting companies like ours, and it has an investment approach that aligns with what we do.

SEI has one of the longest histories of goals-based strategies in the US and the UK. We work closely with SEI to tailor investment solutions to fit your specific investment objectives. This approach helps you leverage opportunities, manage investment risk while achieving more consistent returns.

Because of the support we receive from SEI, we can:

• Create custom, flexible solutions with varying levels of discretion;
• Build diversified solutions designed to help achieve specific goals;
• Select managers with different disciplines and provide a broad selection of asset classes and asset allocation models.