Among the investment managers we may recommend, one of our primary affiliates, SEI Investments, uses multiple portfolio managers, each focusing on a particular investment style as well as investment approach. We believe that a manager’s style and approach are both critical to investment success. In SEI’s experience, blending contrasting investment techniques is generally successful in supporting client’s return objectives, while enhancing portfolio risk management.
In effect, SEI acts as a "manager of managers", selecting top investment talent from a global network of money managers who concentrate on different sectors and styles.
The strict manager selection process is an exacting, step-by-step approach that starts with the unique first step of identifying opportunities, inefficiencies and diversified sources of returns in the markets. This research, coupled with a client’s portfolio objectives, drives SEI’s search parameters.
Registered Representative offering securities through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Investment advisory services offered through Advisors Trust. Advisors Trust is independently owned and operated.