Skip to main content

Desperately seeking stability.

Industry change and market turmoil are putting some financial professionals on shaky ground. The right partner can offer the stability you’ve earned.

hiker-advisor-custody

Continuity through times of change.

An antidote for instability.

Safety and security

Custody services should focus on accountability, safety, and security to help create resilient and meaningful futures for your clients.

shoes_door

Technology tools

A connected platform that’s flexible for your business can allow you to focus more on your clients. 

bike-advisor-custody
ribbon-advisor-custody

Values and approach

Leveraging an investment process that starts with investor goals can help ensure your client’s plan stays on track. 

Let's connect you to the stability you've earned.

Collected to follow global data privacy requirements only

Please include any comments that will help us process your request.

Please do not send sensitive information such as account or social security numbers. SEI cannot accept any transaction requests via this form.

I understand SEI may send future emails to me, even if I opted-out before, and that I can opt-out again later.

Investment services provided by SEI Investments Management Corporation (SIMC). Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. Platform and technology services provided by SEI Global Services, Inc. (SGS). SIMC, SPTC and SGS are wholly owned subsidiaries of SEI Investments Company (SEI).

Investing involves risk including possible loss of principal. There is no assurance goals will be met.