Mission Statement, Vision, & Core Values of SEI Investments Company (SEIC)

You're looking beyond the quarterly earnings-which, by the way, saw SEI Investments Company (SEIC) post diluted earnings per share (EPS) of $4.25 for the first nine months of 2025-to understand the foundational strategy that drives a financial technology and asset management giant managing, advising, or administering approximately $1.8 trillion in assets as of September 30, 2025. How does a firm that generated over $1.68 billion in revenue through Q3 2025 translate its guiding principles into that kind of consistent financial performance and a 28% consolidated operating margin? We're going to map SEIC's six core values-Courage, Integrity, Inclusion, Collaboration, Connection, and We have Fun-directly against its strategic direction and see if they truly explain the record $106.3 million in net sales events achieved year-to-date in 2025.

SEI Investments Company (SEIC) Overview

You're looking for a clear picture of a financial services giant that has quietly powered the industry for decades, and SEI Investments Company (SEIC) is defintely a prime example of a firm that pivoted from pure technology to a comprehensive financial solution provider. The company started in 1968 as Simulated Environments Inc., founded by Alfred P. West, Jr., with an initial focus on providing computer-based training simulations for bank loan officers. That's a long way from the $1.8 trillion in total assets they manage, advise, or administer today.

SEI's core business evolved quickly from simple bank technology in the 1970s, where they developed automated trust and investment accounting systems, to a full-scale wealth management platform in the 1990s. Today, they are a global provider of financial technology, operations, and asset management services. Their model is all about offering an integrated solution-investment processing, investment management, and operational outsourcing-to a diverse client base that includes institutional investors, independent financial advisors, and private banks. It's a powerful, sticky business model built on recurring revenue.

For the nine months ended September 30, 2025, the company reported consolidated revenues of $1,689,456 thousand, or nearly $1.69 billion. That figure alone shows the sheer scale of their operations as of the latest reporting period.

SEIC's 2025 Financial Performance: Record-Breaking Momentum

The numbers from the latest reporting cycle, Q3 2025, tell a story of strong execution and market capture. For the third quarter of 2025, SEI Investments Company reported consolidated revenues of $578.5 million, an 8% increase over the same period last year. Here's the quick math: that revenue growth, combined with disciplined cost management, drove operating income up by 11% to $159.96 million for the quarter, pushing the operating margin to 28%.

What's driving this growth? It's not just market tailwinds. The company hit a record $106.3 million in net sales events year-to-date through Q3 2025. This record was led by their Investment Managers segment, which saw a double-digit revenue increase in alternatives-think private equity and hedge funds-reflecting a clear demand for their sophisticated outsourcing and client expansion solutions. Honestly, that alternatives growth is a huge leading indicator for their future revenue stability.

The focus on high-margin business is paying off for shareholders, too. Diluted earnings per share (EPS) for the nine months ended September 30, 2025, reached $4.25, a substantial year-over-year increase. The firm is clearly capitalizing on the shift toward outsourced financial technology and complex asset administration.

• Q3 2025 Revenue: $578.5 million (up 8%).
• YTD Net Sales Events: $106.3 million (a company record).
• YTD Diluted EPS: $4.25 (strong year-over-year growth).

A Leader in Financial Technology and Asset Management

SEI Investments Company isn't just an asset manager; it's a critical infrastructure provider-a financial technology and operations powerhouse. They are one of the few firms that can offer a true 'Manager-of-Managers' investment process, which combines the roles of money manager, trustee, custodian, and consultant into one integrated platform. This holistic approach is why they manage, advise, or administer approximately $1.8 trillion in assets globally.

Their position as a leader is cemented by their ability to provide a complete operational outsourcing solution for investment managers, especially in the fast-growing alternative asset classes. They help other financial institutions streamline their entire back-office operation, which is a massive, sticky business. If you want to understand the engine under the hood of a modern financial institution, you need to look at companies like SEI. To be fair, their success is rooted in their half-century-long commitment to innovation and integrated solutions. You can dive deeper into the firm's operational model and history here: SEI Investments Company (SEIC): History, Ownership, Mission, How It Works & Makes Money.

SEI Investments Company (SEIC) Mission Statement

You're looking at SEI Investments Company (SEIC) because you want to know if their long-term strategy aligns with their financial performance, and honestly, the mission statement is the first place to check. The company's mission is simple and direct: Powering the future is our mission. This isn't corporate fluff; it's a guidepost for their enterprise-wide shift from being a collection of services to operating as one cohesive ecosystem.

A mission statement's true value lies in how it dictates action, not just words. For SEI Investments Company, this means their long-term goals are centered on integrating their technology, operations, and asset management capabilities. They aim to simplify the complex financial world for their clients, which is a huge undertaking when you consider their scale. For instance, as of September 30, 2025, the company managed, advised, or administered approximately $1.8 trillion in assets. That's a massive number, and it shows the trust placed in their ability to execute that mission.

Here's the quick math on why this mission matters: strong alignment between strategy and execution drives results. For the first nine months of 2025, SEI Investments Company reported revenue of over $1.689 billion, an 8% increase from the prior year. This growth defintely suggests their mission-driven focus on integrated solutions is resonating with the market.

Core Component 1: Integrated Technology and Investment Solutions

The first core component of powering the future is delivering a unified, comprehensive solution set, not just a menu of products. SEI Investments Company is a global provider of financial technology, operations, and asset management services, and they are committed to ensuring these three areas work seamlessly together. They call this their 'one ecosystem for growth.'

Think of it this way: instead of a wealth manager buying separate software for custody, trading, and reporting, SEI Investments Company offers the SEI Wealth Platform. This platform integrates everything, which reduces administrative complexity and helps financial firms adapt and scale. This is a clear action tied to the mission. For example, in November 2025, Syverson Strege, a firm managing $1 billion in assets, selected SEI Investments Company to migrate to this platform, specifically for integrated custody and open-architecture technology. That's a concrete example of a client choosing the 'integrated solution' over fragmented services.

Their focus on innovation is also a key part of this component. They are constantly exploring new horizons, leveraging their connections with fintech and venture capital leaders. This is how they ensure their clients are better prepared for what's next, not just what's now. You can learn more about who is betting on this strategy by Exploring SEI Investments Company (SEIC) Investor Profile: Who's Buying and Why?

Core Component 2: Driving Client Success and Growth

The second component is the why behind the technology: helping clients make confident decisions for lasting success. Their solutions are tailored to help clients more effectively deploy their capital-whether that's money, time, or talent-so they can better serve their own customers and achieve growth objectives.

This is where the empathetic, conversational style of a seasoned analyst comes in handy. It's not about SEI Investments Company's growth; it's about enabling your growth. They are a strategic partner, taking a holistic view of converging client needs. This client-centric approach is directly supported by their financial results for the nine months ended September 30, 2025, which saw a record $106.3 million in net sales events. Record net sales events mean a record number of clients are choosing to commit capital to their solutions, which is a powerful vote of confidence in their ability to deliver quality.

This commitment is also reflected in their core values like Connection and Collaboration. They cultivate strong partnerships with advisors and institutions to deliver comprehensive solutions, which is essential to solving the whole puzzle for a client.

Core Component 3: The Enterprise Mindset and Values

The final component is the internal engine that makes the first two work: an enterprise mindset guided by strong values. This means aligning capital and functions across the entire company to execute a unified vision for growth and maximize enterprise value added. It's about breaking down internal silos so the client experiences one seamless company.

Their six core values are the foundation of this mindset, and they are surprisingly human: Courage, Integrity, Inclusion, Collaboration, Connection, and We have Fun. Courage, for example, means thinking and acting like owners, embracing risk to drive growth. This isn't just a poster on the wall; it's the cultural permission to challenge convention, which is necessary for a company committed to innovation.

What this estimate hides is the inherent risk of a large-scale enterprise transformation, but their values act as a cultural safety net. The fact that their consolidated operating margin increased to 28% in Q3 2025, up from 27% in Q3 2024, shows that this disciplined execution and enterprise mindset is driving operating leverage on strong revenue growth, not just reckless spending. They are making targeted investments in technology and talent, but they are also driving margin expansion. That's a sign of a healthy, values-driven operation.

Next Step: Review the Q4 2025 earnings call transcript to see how CEO Ryan Hicke specifically links these values to the 2026 sales pipeline.

SEI Investments Company (SEIC) Vision Statement

You're looking for the bedrock of SEI Investments Company (SEIC), the guiding principles that translate into their financial performance. The core takeaway is that SEI's vision is a future where they are the leading provider of wealth management solutions and services, achieved by integrating their technology, operations, and asset management expertise to simplify complexity for clients. This isn't just a poster slogan; it's a strategic roadmap that drove their consolidated revenues to \$578.5 million in Q3 2025, an 8% increase year-over-year.

The vision is about being the 'connective tissue' of the financial industry, which means they are constantly looking beyond the immediate horizon. Honestly, a vision is only as good as the execution, and their 2025 year-to-date diluted earnings per share (EPS) of \$4.25 shows they are defintely executing.

The Mission: Empowering Client Success Through Integrated Solutions

SEI's mission, while not a single, rigid sentence, is clearly to build and deliver innovative technology and investment solutions that empower their clients-from institutional investors to financial advisors-to achieve their financial goals. It's about simplifying a dynamic world for the client. They sit at the center of the global financial services industry, and their work starts by listening and building solutions that help clients make confident decisions for lasting success. That focus is what allows them to report a record \$106.3 million in net sales events for the nine months ended September 30, 2025.

• Deliver innovative technology and investment solutions.
• Simplify complexity for wealth managers and institutions.
• Drive client and shareholder growth.

You can see how this mission plays out in their business segments. For a deeper dive into how they make money across those segments, you should check out SEI Investments Company (SEIC): History, Ownership, Mission, How It Works & Makes Money.

Core Value: Courage and Ownership

The value of 'Courage' at SEI means thinking and acting like owners, and embracing calculated risk to drive growth. This isn't just about internal culture; it maps directly to their capital allocation strategy. For example, the company repurchased 1.6 million shares for \$141.6 million in Q3 2025. That's an owner's mentality-returning capital to shareholders when they see value in their own stock.

The strategic investment in Stratos Wealth Holdings, announced in July 2025, is another example of this courage. It reinforces their commitment to being the leading provider of wealth management solutions by investing capital where the long-term opportunity will maximize returns. They are willing to challenge the status quo and invest in new capabilities to enhance their scale.

Core Value: Integrity and Client Focus

Integrity is the foundation, meaning they do what they say and act with transparency because it's the right thing to do. For a financial services firm, this translates into trust, which is the ultimate driver of assets under administration (AUA) and assets under management (AUM). Their operating margin of 28% in Q3 2025 reflects an efficient, disciplined business model that is a direct result of this focus on accountability.

In the first quarter of 2025, SEI sold its Family Office Services business, booking a \$94.4 million gain in Q2 2025. This move, while generating a significant one-time gain, was a strategic decision to optimize their operating model and align capital with functions that best execute their growth vision. It's a clean-up move that shows a commitment to a focused, transparent strategy.

Core Value: Collaboration and Connection

Collaboration means working with each other, clients, partners, and communities to solve problems that matter. The 'Connection' value is about building lasting relationships to learn, grow, and succeed together. You see this in their platform strategy-their Wealth PlatformSM is open-architecture, which means it facilitates collaboration with other technology and service providers.

A very recent, concrete example is the November 2025 partnership with Syverson Strege, a fee-only advisory firm. Syverson Strege is migrating \$1 billion in assets under management to SEI's Wealth PlatformSM. This is a clear demonstration of the value proposition: providing integrated custody, open-architecture technology, and advanced planning capabilities to improve the client's operational efficiency and digital experience. That's collaboration turning into tangible business growth.

SEI Investments Company (SEIC) Core Values

You need to know what drives a financial technology and asset management giant like SEI Investments Company. It's not just the $1.689 billion in revenue year-to-date through Q3 2025; it's the six core values that translate into tangible, bottom-line results and strategic actions. These values are the bedrock of their mission: to build brave futures through the power of connection. We're going to map those values to the firm's recent 2025 moves, showing you exactly where the rubber meets the road.

For a deeper dive into the company's structure and financial engine, you can explore this resource: SEI Investments Company (SEIC): History, Ownership, Mission, How It Works & Makes Money.

Courage

Courage at SEI Investments Company means respectfully challenging the status quo and embracing the risk necessary to drive growth. This isn't about reckless bets, but calculated strategic moves that position the company for future opportunities. The proof is in their venture capital activity: the SEI Ventures Inc. program made a strategic investment in Graphene in October 2025, a UK-based Infrastructure-as-a-Service provider, and also invested in Ctrl Alt, a tokenization platform, earlier in 2025. This is a clear, tangible commitment to exploring and investing in frontier technologies-tokenization (putting asset ownership on a blockchain) is defintely a bold move that challenges traditional asset management models. This willingness to get uncomfortable is what drives innovation.

Integrity

Integrity is about transparency and accountability, doing what you say you will do without overpromising. In a financial services firm, this translates to robust governance and client-first stewardship. SEI Investments Company demonstrates this through its comprehensive Investment Stewardship program. This program actively engages with the management of companies they invest in and uses proxy voting to support long-term risk management and shareholder value. This is how they ensure the capital they manage reflects a commitment to responsible, transparent behavior, protecting the trust associated with the brand.

Collaboration

Collaboration means working together-with clients, partners, and communities-to solve complex problems. You can see this value in the firm's recent client wins, which are often platform-driven, integrating technology and services. For example, in Q3 2025, the Private Banking segment secured a $13 million win by partnering with a leading super regional U.S. bank on a comprehensive transformation initiative. This wasn't a product sale; it was a deep, multi-line partnership to overhaul operations. Also, the strategic partnership with Graphene in October 2025 is a textbook example, combining SEI's platform with Graphene's infrastructure to empower wealth managers of all sizes.

Inclusion

Inclusion is the commitment to nurturing an environment where diverse perspectives are valued and everyone feels they belong. This is crucial because a diverse workforce is a more innovative one. SEI Investments Company backs this up with concrete, internally-driven programs. They have an Inclusion, Opportunity, and Belonging Council that acts as an advisory body. More specifically, their commitment to veterans earned them the designation of a 2025 Gold Military Friendly® Employer. They also support multiple Employee Resource Groups (ERGs) that foster community and professional growth:

• SEI Black Professionals Network
• SEI Pride (supports the LGBTQ+ community)
• SEI Salutes (supports veterans and their families)

Connection

Connection is about building lasting relationships that lead to mutual growth and success, extending from clients to the broader community. The most recent, high-profile example is the November 2025 partnership with Syverson Strege, a fee-only advisory firm, which migrated $1 billion in assets under management to the SEI Wealth Platform. That's a huge vote of confidence in their technology and service model. On the community side, the firm's sponsorship of the Phillies Season of Giving Presented by SEI in November 2025 shows a commitment to connecting with and giving back to the local community, which strengthens the brand's social capital.

Fun

The value of Fun is about celebrating wins, recognizing impact, and fostering a positive, humorous culture. While hard to quantify on a balance sheet, this cultural element is a critical factor in employee retention and productivity, especially when the Q3 2025 operating margin is a healthy 28%. Their philosophy is simple: celebrate the success that comes from hard work. This value is supported by the existence of groups like the Wellness Team, which promotes well-being, and the general encouragement for employees to participate in charitable and community-building initiatives like the Season of Giving. A happy team is a productive team; it's that simple.