Diversified Achieves New Heights with SEI Partnership

Celebrating a Major Milestone

Deepening Relationships and Fostering Growth

SEI recently announced that Diversified, LLC (Diversified) has reached a significant achievement by surpassing $2 billion in client assets under management (AUM). This milestone showcases a strong partnership with SEI, highlighting their commitment to supporting the registered investment advisory (RIA) community. The integration of SEI's technological and operational expertise has been crucial in helping Diversified navigate their growth journey.

Expanding Footprint Nationwide

Diversified has leveraged SEI's resources to enhance its presence across various regions. Under the leadership of President Andrew Rosen and CEO Michael Fisher, Diversified not only serves clients but also focuses on expanding operations. Their strategic initiatives have led to the opening of additional offices, broadening their client outreach and solidifying their market position.

Client-Centric Financial Services

The firm's dedication to client service is evident in its comprehensive approach to financial planning and wealth management. With a mission to deliver lasting happiness and financial well-being, Diversified emphasizes the importance of holistic financial solutions for families and individuals. Their wide array of services, supported by SEI's capabilities, allows them to meet diverse client needs effectively.

Insights from Leadership

Rosen remarked on the continual growth of Diversified, saying, "The seamless integration of SEI's technology and services has been pivotal in making our operations more efficient. Our focus is always on enhancing the client experience, and SEI's support enables us to provide our clients with more value in their financial journeys." Diversified's team of financial planners plays an integral role in driving their success, further illustrating the impact of their partnership with SEI.

SEI’s Role in the Partnership

Erich Holland, Executive Managing Director of SEI's Advisor business, emphasized the importance of their partnership with Diversified by stating, "Our commitment to enabling financial advisors to operate efficiently is critical as they face evolving challenges. With diversified serving a growing client base, their success reflects not only their expertise but also the effective solutions we provide together."

SEI: A Trusted Partner in Financial Solutions

SEI is a vital partner in the financial services sector, delivering innovative technology and investment solutions to various clientele. Managing approximately $1.5 trillion in assets, they exemplify the capacity to guide businesses through complex financial landscapes. Their collaborative relationship with Diversified showcases how powerful partnerships can drive substantial growth.

Company Information

Diversified, LLC stands as a Registered Investment Advisor (RIA), boasting a presence across multiple states and specializing in financial planning, investment management, tax planning, and insurance services. Their commitment to serving clients in various capacities fortifies their reputation as a leading advisory firm.

Contact Information

For further inquiries, you may reach out to:

Emily Baldwin
+1 610-676-3262
ebaldwin@seic.com

Kerry Mullen
+1 917-765-8720
kerry@fullyvested.com

Sarah Thomas
Diversified LLC
+1 302-765-3500
sarah@diversifiedllc.com

Frequently Asked Questions

What milestone did Diversified achieve with SEI?

Diversified surpassed $2 billion in client assets under management as a result of their strategic partnership with SEI.

Who are the leaders at Diversified?

Diversified is led by President Andrew Rosen and CEO Michael Fisher.

What services does Diversified provide?

Diversified offers comprehensive financial planning, investment management, tax planning, and insurance services.

What is SEI’s role in the financial services sector?

SEI provides technology and investment solutions to corporations, financial institutions, and families, helping manage and protect assets.

How can clients get in touch with Diversified?

Clients can contact Diversified through their representatives via phone or email, which are listed in their company information.

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