SEI Wealth Network(R) Recognized as a 2011 NABCAP Premier Advisor
NABCAP Honors Elite Advisory Practices in the Greater Philadelphia Area
OAKS, PA -- (MARKET WIRE) -- 09/30/11 -- SEI (NASDAQ: SEIC) announced today that the SEI Wealth Network® has been included in the National Association of Board Certified Advisory Practices' (NABCAP) Premier Advisor list, published today by the Philadelphia Business Journal. The list recognizes advisory practices in the Philadelphia area that represent the best in quality wealth management.
"We are very pleased to receive this acknowledgement of our wealth management services," said Michael Farrell, Managing Director for the SEI Wealth Network. "We support NABCAP's goal of providing transparent guidance to investors in selecting their financial advisors and we are proud to be selected by NABCAP as one of Philadelphia's top advisory practices."
Advisors selected for the list participated in NABCAP's unaffiliated evaluation process which assessed 20 categories of practice management. Categories examined included: planning, investment, and risk philosophy; fee structure; years of experience; credentials and designations; team dynamics; and customer service, among others. Advisors were invited or nominated to participate by submitting an extensive online questionnaire. NABCAP's verification process uses independent resources to evaluate the accuracy of the information submitted by participating advisory practices.
About SEI Wealth Network®
SEI Wealth Network provides private wealth management services. The SEI Wealth Network provides clarity into the complex issues faced by individuals and families so they can make better decisions for themselves, their families, and their communities. In September 2009, SEI received the Wealth Management Innovator of the Year award at the Spears Wealth Management Awards. SEI Wealth Network is an umbrella name for various life and wealth advisory services provided by SEI Investments Management Corporation (SIMC). SIMC is a subsidiary of SEI. For more information about the SEI Wealth Network, visit www.seic.com/WN.
About SEI
SEI (NASDAQ: SEIC) is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of June 30, 2011, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $430 billion in mutual fund and pooled assets or separately managed assets, including $180 billion in assets under management and $250 billion in client assets under administration. For more information, visit www.seic.com.
About NABCAP
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. Their primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. NABCAP Premier Advisors lists are a powerful reference for investors to identify the top wealth managers in their local market. Visit www.nabcap.org for more information.
Company Contact: Dana Grosser SEI +1 610-676-2459 dgrosser@seic.com Media Contact: Jason Rocker Braithwaite Communications +1 215-564-3200 x 110 jrocker@gobraithwaite.com
Source: SEI
Released September 30, 2011