SEI Investments Company (SEIC) Covered Calls

SEI Investments Company is a global leader in financial technology and asset management, delivering institutional-scale solutions to banks, investment managers, and advisors. The company unifies investment processing, operations, and asset management via its cloud-native SEI Wealth Platform. As of 2026, SEI manages or administers approximately $1.9 trillion in assets and is pioneering the use of Agentic AI to drive enterprise-wide efficiency.

You can sell covered calls on SEI Investments Company to lower risk and earn monthly income. Born To Sell's covered call screener gives you customized search capabilities across all possible covered calls but here are a couple of examples for SEIC (prices last updated Wed 4:16 PM ET):

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Core Business and Products

SEI Investments Company (SEIC) provides an integrated "front-to-back" operating model that unifies technology, custody, and investment management. The company serves over 9,700 clients across four primary segments: Investment Managers, Private Banks, Investment Advisors, and Institutional Investors. In 2026, approximately 57% of SEI’s revenue is derived from technology and operations outsourcing, while 38% comes from asset management fees.

The company’s growth is anchored by several high-momentum platforms and strategic focus areas:

1. Investment Manager Services (IMS): This segment has transitioned 70% of its focus to alternative investments, providing global fund administration and middle-office services to private credit and multi-strategy managers.
2. SEI Wealth Platform (SWP): A cloud-native Platform-as-a-Service (PaaS) that streamlines client onboarding, accounting, and reporting, typically reducing client operational overhead by 20% to 30%.
3. Advisor Segment: Strengthened by the 2025 strategic investment in Stratos Wealth Holdings, this segment provides a Turnkey Asset Management Program (TAMP) that enables RIAs to scale without adding headcount.
4. Institutional Investors: Operates under an Outsourced Chief Investment Officer (OCIO) model, providing fiduciary oversight and manager-of-managers frameworks for large institutions.

Competitive Landscape

SEI operates in a specialized "wealth-tech" niche where it competes with massive global custodians and agile fintech disruptors. Its primary advantage is its vertical integration—offering both the software and the investment products. SEIC is a consistent dividend grower and is fully optionable, making it a reliable candidate for covered call strategies within the financial services sector.

Key peers and competitors include:

1. BlackRock: Competes via the Aladdin platform and as a dominant global asset manager.
2. State Street: A primary rival in global fund administration and custody services.
3. SS&C Technologies: A direct competitor in the investment operations and fund accounting software space.
4. Ameriprise Financial: A peer in the advisor and wealth management market.
5. Invesco: A competitor in the asset management and ETF sectors, where SEI is expanding its 2026 lineup.

Strategic Outlook and Innovation

SEI’s 2026 strategy is defined by "Agentic AI" and "Enterprise Transformation." Through a major partnership with IBM, SEI is embedding AI agents into its day-to-day operations to automate manual reconciliation and enhance client reporting. This initiative aims to improve margins by 25-50 basis points annually by shifting staff from repetitive tasks to high-value relationship activities.

Capital allocation remains aggressively shareholder-friendly. In 2025, SEI repurchased over $600 million in stock, and management expects to continue returning up to 100% of free cash flow to shareholders in 2026. By focusing on the "democratization of private markets" through new interval funds and BDC structures, SEI is positioning itself to capture the massive shift of retail capital into alternative assets.

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