Managed Portfolio Series

Overview

Managed Portfolio Series provides a selection of diversified mutual funds managed by SEI Investments Management Corporation. These funds are designed to meet various investment objectives, including growth, income, and capital preservation. They offer investors access to a broad spectrum of asset classes, including equities, fixed income, and alternative investments. The funds employ a multi-manager approach, selecting specialist asset managers for each fund to optimize performance and manage risk. This strategy allows for diversification across different investment styles and sectors, aiming to enhance returns while mitigating potential losses. The portfolios are constructed to align with specific investment goals and risk tolerances, catering to both individual and institutional investors. SEI Investments Management Corporation, the managing entity, is a financial services company. As of June 30, 2024, SEI manages, advises, or administers approximately $1.5 trillion in assets. The company offers a range of investment solutions, including mutual funds, separately managed accounts, and unified managed accounts, serving a diverse client base that includes institutions, private banks, investment advisors, and private clients.

Investment Focus

• Accredited investor status may be required for certain funds
• Compliance with applicable regulatory requirements

Portfolio Companies