Never bought, never sold.
Our stability is your stability—will your investment platform stand the test of time?
A wave of consolidation has created disruption for many advisors. We believe a good business model begins with a strong foundation. Selecting an investment platform should be about more than finding someone to hold client assets, it should be about finding a partner who prioritizes you and your clients.
We’re built to help advisors run their businesses more efficiently so you can serve your clients more effectively.
1968
Year SEI was founded, remains a publicly traded company
2
Number of CEOs since founding of SEI
30+
Years serving independent financial advisors
0
Number of commingled investor funds
*Information and data as of 9/30/2023
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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).
Investing involves risk including possible loss of principal.
Platform services provided by SEI Global Services, Inc., a wholly owned subsidiary of SEI.
For financial intermediary use only. Not for public distribution.