Diversified Celebrates Major Milestone with SEI
SEI (NASDAQ:SEIC) announced that Diversified, has surpassed $2 billion in client assets under management as of June 30, 2024. Diversified leverages SEI as a strategic partner for technology, operations, and asset management. SEI supported Diversified's recent acquisitions, expanding their presence to include offices in Georgia and Massachusetts.
Diversified serves approximately 2,000 client households and provides comprehensive financial planning. The firm utilizes SEI's capabilities, including SEI Private Trust Company's custody structure, integrated technology, investment strategies, and dedicated service model.
Andrew Rosen, President of Diversified, emphasized the importance of SEI's seamless integration and stability in their growth. Erich Holland, Executive Managing Director at SEI, highlighted their commitment to enabling advisors to operate efficiently and serve clients effectively.
SEI (NASDAQ:SEIC) ha annunciato che Diversified ha superato i 2 miliardi di dollari in asset dei clienti gestiti al 30 giugno 2024. Diversified sfrutta SEI come partner strategico per tecnologia, operazioni e gestione degli asset. SEI ha supportato le recenti acquisizioni di Diversified, ampliando la loro presenza con uffici in Georgia e Massachusetts.
Diversified serve circa 2.000 famiglie di clienti e fornisce una pianificazione finanziaria completa. L'azienda utilizza le capacità di SEI, inclusa la struttura di custodia di SEI Private Trust Company, tecnologia integrata, strategie di investimento e un modello di servizio dedicato.
Andrew Rosen, Presidente di Diversified, ha sottolineato l'importanza dell'integrazione fluida e della stabilità di SEI nella loro crescita. Erich Holland, Direttore Esecutivo di SEI, ha evidenziato il loro impegno per consentire agli advisor di operare in modo efficiente e servire i clienti in modo efficace.
SEI (NASDAQ:SEIC) anunció que Diversified ha superado los 2 mil millones de dólares en activos de clientes bajo gestión al 30 de junio de 2024. Diversified aprovecha a SEI como socio estratégico para tecnología, operaciones y gestión de activos. SEI apoyó las recientes adquisiciones de Diversified, ampliando su presencia para incluir oficinas en Georgia y Massachusetts.
Diversified atiende aproximadamente 2.000 hogares de clientes y proporciona planificación financiera integral. La firma utiliza las capacidades de SEI, incluida la estructura de custodia de SEI Private Trust Company, tecnología integrada, estrategias de inversión y un modelo de servicio dedicado.
Andrew Rosen, Presidente de Diversified, enfatizó la importancia de la integración fluida y la estabilidad de SEI en su crecimiento. Erich Holland, Director Ejecutivo de SEI, destacó su compromiso de permitir a los asesores operar de manera eficiente y servir a los clientes de forma efectiva.
SEI (NASDAQ:SEIC)는 다양한 고객 관리 자산이 20억 달러를 초과했다고 발표했습니다. 이 자산은 2024년 6월 30일 기준입니다. 다양한 고객들은 기술, 운영 및 자산 관리에 대해 SEI를 전략적 파트너로 활용하고 있습니다. SEI는 최근 다양화된 인수 지원을 통해 조지아주와 매사추세츠주에 사무소를 추가하여 그들의 존재감을 확장했습니다.
다양화된 고객들은 약 2,000가구의 고객을 대상으로 포괄적인 금융 계획을 제공합니다. 이 회사는 SEI Private Trust Company의 보관 구조, 통합 기술, 투자 전략 및 전담 서비스 모델을 포함한 SEI의 역량을 활용하고 있습니다.
다양화된 고객의 사장인 Andrew Rosen은 SEI의 원활한 통합과 안정성이 성장에 있어 얼마나 중요한지를 강조했습니다. SEI의 집행 관리 이사인 Erich Holland는 조언자들이 효율적으로 운영하고 고객에게 효과적으로 서비스를 제공할 수 있도록 하는 데 대한 그들의 헌신을 강조했습니다.
SEI (NASDAQ:SEIC) a annoncé que Diversified a dépassé les 2 milliards de dollars d'actifs clients sous gestion au 30 juin 2024. Diversified tire parti de SEI en tant que partenaire stratégique pour la technologie, les opérations et la gestion d'actifs. SEI a soutenu les récentes acquisitions de Diversified, élargissant leur présence avec des bureaux en Géorgie et au Massachusetts.
Diversified dessert environ 2 000 ménages clients et fournit une planification financière complète. La société utilise les capacités de SEI, y compris la structure de garde de SEI Private Trust Company, la technologie intégrée, les stratégies d'investissement et un modèle de service dédié.
Andrew Rosen, président de Diversified, a souligné l'importance de l'intégration sans faille et de la stabilité de SEI dans leur croissance. Erich Holland, directeur général exécutif de SEI, a souligné leur engagement à permettre aux conseillers d'opérer efficacement et de servir efficacement les clients.
SEI (NASDAQ:SEIC) gab bekannt, dass Diversified 2 Milliarden Dollar an verwalteten Kundenvermögen überschritten hat Stand 30. Juni 2024. Diversified nutzt SEI als strategischen Partner für Technologie, Betrieb und Vermögensverwaltung. SEI unterstützte die jüngsten Akquisitionen von Diversified und vergrößerte deren Präsenz mit Büros in Georgia und Massachusetts.
Diversified betreut etwa 2.000 Kundenhaushalte und bietet umfassende Finanzplanung an. Die Firma nutzt die Fähigkeiten von SEI, einschließlich der Verwahrstruktur von SEI Private Trust Company, integrierter Technologie, Anlagestrategien und einem dedizierten Servicemodell.
Andrew Rosen, Präsident von Diversified, betonte die Wichtigkeit der nahtlosen Integration und Stabilität von SEI für ihr Wachstum. Erich Holland, Executive Managing Director bei SEI, hob ihr Engagement hervor, Berater zu befähigen, effizient zu arbeiten und Kunden effektiv zu bedienen.
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Deepened Relationship Highlights Continued Stability, Supports Acquisitions, and Powers Growth
SEI also played an important strategic role in supporting Diversified's most recent acquisitions, growing their presence to include offices in
Serving approximately 2,000 client households with approximately
Commenting on Diversified's continued growth, Rosen said:
"As we focus on growing and scaling our business for the future, the seamless integration of SEI's technology and custody solutions, as well as the stability, optionality, and community that SEI provides, continue to make a difference. We do what we do to make our clients' lives easier, save them time, and redirect their efforts to the things they love, and SEI delivers those same benefits for our business.
"We're fortunate to serve the individuals and families that we do and advising more than
Highlighting the benefits of the strategic partnership, Erich Holland, Executive Managing Director of Client Experience for SEI's Advisor business, said:
"We remain steadfast in our commitment to enabling advisors to operate more efficiently, so they can serve their clients more effectively. The continued expansion of our relationship with Diversified shows how we can best support the totality of a growing advisory enterprise—whether we're solving for business evolution or transition, a financial advisor's needs, or an investor's individual goals.
"As we advance our capabilities and market presence, Andrew, Mike, and the entire Diversified family play an important role as a strategic partner in SEI's growth. Congratulations to the whole team on this major business milestone, which represents the impactful advice they provide to their clients. We're honored to help Diversified be a more meaningful part of their clients' lifelong financial stories and look forward to serving their growing team for years to come."
About SEI®
SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of June 30, 2024, SEI manages, advises, or administers approximately
About Diversified, LLC
Diversified LLC is an SEC Registered Investment Advisor (RIA) with offices in five states, offering financial planning, investment management, tax planning and insurance services through all stages of our client's lives. As of June 30, 2024, Diversified serves clients in 40 states and strives to offer everything clients may need financially under one roof. Learn more at diversifiedllc.com.
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SOURCE SEI Investments Company
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