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August 25, 2021 at 04:09 PM
What You Need to Know
- SEI has launched SEI Domestic ETF Strategies, adding five new asset allocation-based models to its ETF strategy family.
- They include only U.S. stock and bond ETFs and target maximum risk-adjusted returns across a broad spectrum.
- The ETF models are on SEI's Wealth Platform which supports over 7,500 financial advisors and $95.2 billion in assets.
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.
