Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
SEI Investments Company - Common Stock
(NQ:
SEIC
)
102.98
-0.06 (-0.06%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jul 31, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about SEI Investments Company - Common Stock
< Previous
1
2
3
4
5
6
Next >
SEI Investments Q2 Earnings Call Highlights
↗
July 22, 2026
SEI Investments (NASDAQ:SEIC) reported what executives described as an “outstanding” second quarter of 2026, with quarterly records for revenue, adjusted operating profit and adjusted earnings per...
Via
MarketBeat
Topics
Earnings
Transcript: SEI Inv Q2 2026 Earnings Conference Call
↗
July 22, 2026
SEI Inv (NASDAQ:SEIC) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. Benzinga APIs provide real-time access to earnings call transcripts...
Via
Benzinga
Topics
Earnings
SEI Investments’s (NASDAQ:SEIC) Q2 CY2026 Sales Top Estimates
July 22, 2026
Financial technology provider SEI Investments (NASDAQ:SEIC) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 14.7% year on year to $641.6 ...
Via
StockStory
SEI Investments (SEIC) Q2 Earnings Report Preview: What To Look For
July 20, 2026
Financial technology provider SEI Investments (NASDAQ:SEIC) will be reporting earnings this Wednesday after the bell. Here’s what to expect. SEI Investments ...
Via
StockStory
SEI Investments Company (NASDAQ:SEIC) Passes the Caviar Cruise Quality Screen with Exceptional Profitability and Near-Zero Debt
↗
June 09, 2026
Via
Chartmill
SEI INVESTMENTS COMPANY (NASDAQ:SEIC) Beats Q1 2026 Earnings Estimates, Drives Stock Higher
↗
April 22, 2026
Via
Chartmill
SEI Investments Company (NASDAQ:SEIC) Reports Mixed Q4 2025 Results, Beats EPS Estimates
↗
January 28, 2026
Via
Chartmill
1 Profitable Stock for Long-Term Investors and 2 Facing Challenges
July 17, 2026
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today does...
Via
StockStory
1 Cash-Heavy Stock to Target This Week and 2 We Ignore
July 16, 2026
Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they strugg...
Via
StockStory
SEI Investments (SEIC): Buy, Sell, or Hold Post Q1 Earnings?
July 08, 2026
SEI Investments trades at $95.93 and has moved in lockstep with the market. Its shares have returned 9.9% over the last six months while the S&P 500 has gain...
Via
StockStory
Topics
Stocks
2 Mooning Stocks to Keep an Eye On and 1 Facing Challenges
June 18, 2026
The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorab...
Via
StockStory
Q1 Rundown: SEI Investments (NASDAQ:SEIC) Vs Other Custody Bank Stocks
June 02, 2026
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking a...
Via
StockStory
2 Financials Stocks for Long-Term Investors and 1 Facing Challenges
May 14, 2026
Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses ...
Via
StockStory
Topics
Retirement
2 Mid-Cap Stocks with Impressive Fundamentals and 1 We Question
May 12, 2026
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. Howe...
Via
StockStory
1 Surging Stock Worth Your Attention and 2 We Ignore
May 04, 2026
The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, u...
Via
StockStory
SEI Investments SEIC Q1 2026 Earnings Transcript
↗
April 23, 2026
SEI Investments SEIC Q1 2026 Earnings Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
2 Cash-Heavy Stocks on Our Buy List and 1 We Turn Down
April 23, 2026
A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face c...
Via
StockStory
SEI Investments (NASDAQ:SEIC) Beats Q1 CY2026 Sales Expectations
April 22, 2026
Financial technology provider SEI Investments (NASDAQ:SEIC) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 12.8% year on ye...
Via
StockStory
SEI Investments (SEIC) Reports Earnings Tomorrow: What To Expect
April 20, 2026
Financial technology provider SEI Investments (NASDAQ:SEIC) will be announcing earnings results this Wednesday after the bell. Here’s what you need to know. ...
Via
StockStory
2 Small-Cap Stocks with Exciting Potential and 1 Facing Challenges
April 02, 2026
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that ...
Via
StockStory
Topics
Energy
2 Profitable Stocks on Our Watchlist and 1 Facing Headwinds
April 01, 2026
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today does...
Via
StockStory
3 Reasons We’re Fans of SEI Investments (SEIC)
March 09, 2026
Over the past six months, SEI Investments’s stock price fell to $81.42. Shareholders have lost 6% of their capital, which is disappointing considering the S&...
Via
StockStory
Custody Bank Stocks Q4 Results: Benchmarking SEI Investments (NASDAQ:SEIC)
February 25, 2026
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at custody bank stocks, starting with SEI...
Via
StockStory
2 Value Stocks for Long-Term Investors and 1 Facing Challenges
February 22, 2026
Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are...
Via
StockStory
1 Financials Stock on Our Buy List and 2 We Question
February 19, 2026
Financial institutions play a critical role, offering everything from consumer banking to wealth management and specialized financial solutions. But worries about economic uncertainty and potential...
Via
StockStory
Topics
Stocks
5 Must-Read Analyst Questions From SEI Investments’s Q4 Earnings Call
February 04, 2026
SEI Investments delivered a steady finish to the year, with revenue and GAAP earnings slightly exceeding Wall Street expectations for Q4. Management credited broad-based performance across business...
Via
StockStory
Topics
Earnings
SEI Investments (SEIC) Stock Trades Up, Here Is Why
January 29, 2026
Shares of financial technology provider SEI Investments (NASDAQ:SEIC) jumped 2.6% in the afternoon session after the company reported fourth-quarter financial results that surpassed analyst...
Via
StockStory
Topics
Artificial Intelligence
SEIC Q4 Deep Dive: Professional Services and Strategic Partnerships Drive Growth Momentum
January 29, 2026
Financial technology provider SEI Investments (NASDAQ:SEIC) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 9.1% year on year to $607.9 million. Its non-GAAP profit of $1.38 per...
Via
StockStory
Topics
Artificial Intelligence
ETFs
SEI Investments (SEIC) Q4 2025 Earnings Transcript
↗
January 28, 2026
SEI Investments (SEIC) Q4 2025 Earnings Transcript
Via
The Motley Fool
SEI Investments’s (NASDAQ:SEIC) Q4 CY2025 Sales Beat Estimates
January 28, 2026
Financial technology provider SEI Investments (NASDAQ:SEIC) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 9.1% year on year to $607.9 million. Its GAAP profit of...
Via
StockStory
Topics
Earnings
< Previous
1
2
3
4
5
6
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.