Celebrating a Major Achievement
Strengthening Partnerships and Encouraging Growth
SEI has recently shared exciting news: Diversified, LLC (Diversified) has reached a remarkable milestone by exceeding $2 billion in client assets under management (AUM). This achievement reflects a solid partnership with SEI and underscores their dedication to supporting the registered investment advisory (RIA) community. SEI's technological and operational expertise has played a key role in helping Diversified navigate its growth trajectory.
Nationwide Expansion
With SEI's resources at their disposal, Diversified has significantly boosted its presence across various regions. Under the guidance of President Andrew Rosen and CEO Michael Fisher, Diversified is not just focused on serving clients but is also committed to expanding its operations. Their strategic efforts have led to the opening of new offices, which broadens their client outreach and strengthens their market position.
Client-Focused Financial Services
Diversified’s commitment to customer service shines through in its thorough approach to financial planning and wealth management. With the goal of achieving lasting happiness and financial security, they stress the importance of holistic solutions for families and individuals. Supported by SEI's capabilities, Diversified offers a wide range of services designed to meet the unique needs of each client effectively.
Leadership Insights
Rosen remarked on Diversified's continuous growth, stating, "The seamless integration of SEI’s technology and services has been essential in optimizing our operations. We always aim to enhance the client experience, and with SEI's support, we can offer our clients??? greater value on their financial journeys." The dedicated team of financial planners at Diversified is key to their success, further demonstrating the positive impact of their collaboration with SEI.
SEI's Contribution to the Partnership
Erich Holland, Executive Managing Director of SEI's Advisor business, highlighted the significance of their partnership with Diversified by saying, "Our commitment to empowering financial advisors to operate efficiently is crucial as they face ongoing challenges. With Diversified serving a growing number of clients, their success illustrates not only their expertise but also the effective solutions we provide together."
SEI: A Trusted Ally in Financial Services
SEI stands as an essential partner within the financial services realm, delivering innovative technology and investment strategies to a diverse clientele. Managing around $1.5 trillion in assets, SEI has the expertise needed to guide businesses through complex financial landscapes. Their collaborative relationship with Diversified exemplifies how strong partnerships can drive significant growth.
About the Company
Diversified, LLC operates as a Registered Investment Advisor (RIA), with a presence in multiple states. They specialize in financial planning, investment management, tax planning, and insurance services. Their unwavering commitment to client service continues to strengthen their reputation as a leading advisory firm.
Contact Information
If you have any questions, please don’t hesitate to 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 due to their strategic partnership with SEI.
Who leads Diversified?
Diversified is led by President Andrew Rosen and CEO Michael Fisher.
What services does Diversified offer?
Diversified provides comprehensive financial planning, investment management, tax planning, and insurance services.
What is SEI’s role in the financial services industry?
SEI delivers technology and investment solutions to corporations, financial institutions, and families, assisting in asset management and protection.
How can clients reach out to Diversified?
Clients can contact Diversified through their representatives, whose phone numbers and email addresses are provided in the company information.
