SEI Expands ETF Model Strategies With Focus on U.S. Stocks, Bonds

SEI, which supports over 7,500 financial advisors and $95.2 billion in assets on its Wealth Platform, has just launched SEI Domestic ETF Strategies, adding five new asset allocation-based models to its ETF strategy family.

The strategies help advisors develop diversified portfolios of U.S. equity and bond ETFs from investment managers including Vanguard, BlackRock, Schwab and State Street. The asset managers were chosen for their index-tracking expertise and competitive costs, according to Erich Holland, head of Distribution and Engagement for Independent Advisor Solutions by SEI.

“Personalized investment solutions are the heartbeat of an advisor’s ability to support their clients through effective goals-based wealth management,” said Holland, in a statement.

The five new domestic ETF strategies are:

  • SEI Domestic ETF Conservative Growth & Income Strategy
  • SEI Domestic ETF Moderate Growth & Income Strategy
  • SEI Domestic ETF Growth & Income Strategy
  •  SEI Domestic ETF Capital Growth Strategy
  •  SEI Domestic ETF Equity Strategy

All are designed to maximize risk-adjusted returns with options across a broad risk-return spectrum.

“Investors are increasingly looking to their advisors for lower-cost, tax-efficient and transparent investment solutions that can help them to achieve their financial goals,” said J. Womack, managing director of Investment Products and Services for Independent Advisor Solutions by SEI, in a statement. “We’re thrilled to further expand our ever-growing suite of solutions, especially our existing Strategic ETF, Tactical ETF and Tax-Managed ETF Strategies family, with options that offer advisors both the choice and support their clients deserve.”

Fees for the domestic ETF strategies will vary based on the underlying funds, according to SEI.

As of June 30, SEI, through its subsidiaries and partnerships in which the company has a significant interest, manages, advises or administers approximately $1.3 trillion in hedge, private equity, mutual fund and pooled or separately managed assets. The $1.3 trillion includes roughly $399 billion in assets under management and $880 billion in assets under administration.

European Compliance Association

European Compliance Association