After a decade of unsteady results, SEI Investments is attracting financial advisors again

Nice fluff piece on SEI. Why is there no mention of SEI’s performance? And how many of those 100 or so people constructing the portfolios are actual senior people? There is no mention of their CIO either, why is that?

True, Rob, there is no mention in the article of “SEI’s performance” or the seniority of the “people constructing portfolios” or “their CIO”.

I also noted no mention of the Super Bowl, the Yankees, Battlestar Gallactica or President Obama.

Since it is quite obviously, you have an axe to grind with SEI, why don’t you just grow some balls and say what you you want to say, rather than gutlessly casting negative aspersions without backing-up your thinly veiled attack with FACTS ????

M

The benefits of SEI’s TAMP come with the cost of decreased granular control over portfolios and cumbersome management via fax-based order instructions.

Want dividends to be paid in cash rather than reinvested? Fax a form. Want to set aside a portion of cash in the portfolio so it doesn’t get automatically invested into the TAMP? Fax a form.

Loss harvesting and tax management can be achieved in TAMP account, but it is difficult to implement and advisors must do so on an account-by-account basis (rather than across the advisor’s entire book).

Bill @ <a href="http://fppad.com">FPPad.com</a>