SEI
Client Account Information
Clients
using the professional money management provided by
SEI can check their personal accounts and portfolio
through this link. SEI currently manages over $25
billion in assets for institutions and individuals
of high net worth. SEI hires professional money managers
to manage it’s own proprietary mutual funds covering
11 different asset classes and packaged into 20 different
investment portfolios.
https://www.portfolioaccess.com/iag/
AssetMark
Client Account Information
Clients
using the professional money management provided by
AssetMark can check their personal accounts and portfolio
through this link. AssetMark Investment Services,
Inc. is an industry leading provider of asset management
consulting services. AssetMark currently provides
services to over 800 financial advisors, and administers
10,000 individual client portfolios representing $1.4
billion of total assets.
https://www.assetmark.com/
Lockwood
Client Account Information
Clients
using the professional money management provided by
Lockwood can check their personal accounts and portfolio
through this link. Access to 50 institutional money
managers representing over 90 different investment
styles and commanding over $500 billion in assets.
http://www.ma-link.com/visitorlogin.htm
Niemann
Capital Management
Clients
using the professional money management provided by
Niemann Capital Management can check their personal
accounts and portfolio through this link. NCM was
founded in 1991 with the mission to provide managed
account services for product defined universes including
no-load mutual funds, variable annuities and variable
universal life to investment professionals.
http://www.ncm.net/
PLEASE
NOTE: The information being provided is strictly as
a courtesy. When you link to any of the web sites
provided here, you are leaving this web site. We make
no representation as to the completeness or accuracy
of information provided at these web sites. Nor is
the company liable for any direct or indirect technical
or system issues or any consequences arising out of
your access to or your use of third-party technologies,
web sites, information and programs made available
through this web site. When you access one of these
web sites, you are leaving our web site and assume
total responsibility and risk for your use of the
web sites you are linking to.
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