Succession adds SEI portfolios to Investment Matrix

SEI's Strategic Portfolios combine modern portfolio construction theory with behavioural finance to provide a range of investment options for clients. Succession's Investment Matrix, which also partners with Seven Investment Management, Frontier Capital Management and Vestra Wealth, enables advisers at its 30 partner firms to outsource their investment management functions. "I am delighted we are able to offer Succession's partner firms and their advisers access to SEI as our sole provider of manager of manager portfolios," Succession chief operating officer Andrew Smith (pictured) sa...