Background on SEI Investments Company

SEI Investment Company, is a publicly traded investment and trust services firm headquarters in Oaks, PA. Website: As a global provider of investment, investment management and investment operations solutions, through its subsidiaries and partnerships in which the company has significant interests, SEI manages, advises or administers $1 trillion in 401k plans, hedge funds, private equity, mutual funds and and pooled or separately managed assets.

NAMCOA has been working with SEI since 2014 and other and other custodians actively since 2004. The Advisory team at NAMCOA has over 300 years experience collectively providing investment services, financial planning and working with other custodians.

NAMCOA works with SEI to assist and provide portfolio management, trust management and to 401k retirement plan services.

SEI provides products and services to NAMCOA and its clients, as well as to other institutions, private banks, investment advisors, investment managers, and private clients around the world. 

SEI is a global provider, with corporate headquarters in Oaks, Pennsylvania and offices in Indianapolis, Toronto, London, Dublin, The Netherlands, Hong Kong, South Africa, and Dubai.

Happy Memorial Day

On Memorial Day, we honor those who have sacrificed their lives in service of protecting our great democracy. We also honor the families who love them and the sacrifices they, too, have made. Our country owes them all a debt of gratitude.
This Memorial Day, please join us in giving thanks to those who have sacrificed so much. We wish everyone a peaceful holiday.

How long will your retirement income last?

Guaranteed Income Annuities

It’s a natural tendency for you to wonder how long your retirement income will last – especially when you consider health care, your longevity and volatile financial markets. After the last major market downturn in 2008, a $500,000 portfolio was reduced to $259,971.1 Waiting for retirement savings to recover can be tough, especially for the 53% of people who retire earlier than expected – and most often not by choice.2

Furthermore, did you know that almost half of retirees don’t think they will live past age 90, but for couples, there is a 50% chance one partner will live to age 93? Living longer is great news, if you have planned accordingly. We can help increase the likelihood that you will not outlive your money.

You don’t have to let life’s uncertainties, like a market downturn or living longer, take your retirement by surprise. Let’s work together so you can feel confident in retirement by safeguarding against certain unknowns. Give me a call or shoot me an email to set up a time that’s convenient for you.

Guaranteed income solutions can help solve for retirement uncertainty and instill confidence. They can provide the confidence that you will have guaranteed retirement income for life or a set period of time.

Many clients purchase income annuities to help cover their essential expenses, as defined by them, in retirement.

For more information, please contact us or schedule a no-obligation phone appointment by clicking here.

1 Final portfolio value on November 20, 2008 based on starting January 1, 2008 value of  $500,000. Calculated by Protective Life using data from the S&P 500 Index Daily Returns.
2 Based on data from LIMRA Secure Retirement Institute, The Inner Workings of Retirement Timing, Consumer Behavior and Attitudes. 2018.
 Society of Actuaries. Retirement Survey Report Key Findings and Issues: 2017 Risks and Process of Retirement Survey. January 2018.