SEI Investments, one of our Trustee/Custodian Partners, is a global asset management firm that is dedicated to providing high-net-worth and institutional investors with a better way to achieve their investment objectives.

SEI's Asset Management programs are carefully and professionally designed to simplify and organize your investment portfolio.  The firm utilizes a sophisticated, disciplined process that delivers enhanced long-term investment results with reduced risk.

With over $250 million in annual revenues and over 1,000 employees in offices worldwide, SEI Investments, a publicly held NASDAQ listed corporation, is one of the most financially sound companies in the investment business.  The firm is a Registered Investment Advisor and Broker/Dealer in all 50 states.

SEI's investment philosophy is founded on four principals:
       Asset Allocation ~ dividing investments among stocks, bonds, and cash       
Portfolio Structure ~ diversification within asset classes
Multiple Specialist Managers ~ to enhance portfolio returns
Continuous Portfolio Management ~ to maintain goals regardless of the natural movement of the markets
     
We at Alpha & Omega, Inc. are extremely proud to be considered one of SEI's partners.
  

Alpha & Omega, Inc. Financial Management Consultants
8580 La Mesa Blvd, Suite 100
La Mesa, CA 91941
Phone:  800-755-5060  ~  Fax:  619-462-1766
Email:  info@Alpha-Omega-Inc.com