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.
Your clients look to you to provide stability and confidence. Don't you deserve the same from your investment partner?
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.
Safety and security
Custody services should focus on accountability, safety, and security to help create resilient and meaningful futures for your clients.
Track record
Ongoing industry consolidation can have a big impact on your business. Partner with someone who will be there for the long term.
Technology tools
A connected platform that’s flexible for your business can allow you to focus more on your clients.
Values and approach
Leveraging an investment process that starts with investor goals can help ensure your client’s plan stays on track.
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.