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Transcript

I’m Erich Holland, Head of Client Experience at SEI.

You may not know this, but SEI’s Advisor Business has been serving the profession of advice for more than 30 years. And for those three decades, our mission has never wavered; helping you to more intelligently deploy your capital to grow your business and power client success.

The service you provide to your clients is one of your highest priorities. We believe you deserve the same dedicated service and support for your business.

In practice? This means we deliver a client-first experience that puts you and your clients at the center of everything we do. And we do that for all firms—large or small. In fact, at SEI, every client is supported by a relationship manager and a dedicated service liaison. Every client.

Building rapport and understanding the distinct needs of each client—and your business—allows us to be more responsive and help you accomplish your goals. If you’re looking for a strategic partner in investment or platform implementation, we’d be honored to tell you more about how we can help you.

This is just one example of SEI’s commitment to being the premier destination for independent advisors.

Discover the SEI difference

Our scale is your scale: Enjoy a true strategic partnership and the scale and efficiency of our platform.
We’re one call away: Work with a consistent service team, who is an extension of your team, and understands your practice and your goals.
We don’t compete for your clients: Our investment platform serves independent financial intermediaries like you.

Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company (SEI).

Platform services provided by SEI Global Services, Inc. (SGS) a. wholly owned subsidiaries of SEI.

For financial intermediary use only. Not for public distribution.

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Custody.

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