OAKS, PA — SEI (NASDAQ: SEIC) and Knights of Columbus Asset Advisors (KoCAA) have expanded their partnership, with KoCAA transferring over $500 million in assets to the SEI Wealth PlatformSM. This move enhances KoCAA’s individual and institutional wealth management services, leveraging SEI’s robust technology and operations.
Anthony Minopoli, President and Chief Investment Officer at KoCAA, expressed enthusiasm about the deepened relationship, stating, “We’re thrilled to deepen our longstanding relationship with SEI, who has been serving independent advisors for more than 30 years. SEI’s team, which provides dedicated service, allows us to deliver a personalized, connected experience for our clients—and scale our business based on our needs today and in the future.”
KoCAA, based in New Haven, CT, serves clients nationwide, adhering to Catholic investment principles. With over $27 billion in assets under management as of mid-2024, the firm offers mutual funds, private wealth management, and philanthropic solutions.
Gabriel Garcia, Managing Director of RIA Client Experience for SEI’s Advisor business, highlighted the partnership’s strategic benefits: “We’ve built a premier destination for growth-minded RIAs because we serve our clients based on their needs at any stage of their business. And our focus on building consultative relationships with our clients not only strengthens the connections we build with them, but also strengthens the connections they build with their clients.”
This expanded relationship underscores SEI’s commitment to supporting wealth management enterprises, enhancing advisor technology, and providing efficient, client-focused service.
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