Custody is better, starting today.
See how we're a different type of custodian.
You deserve a custodian that makes life better for your clients and helps your business grow.
A custodian committed to powering your success.
We understand that custody is more than just the safekeeping of assets. It's about providing a foundation of trust, stability, and support for your business.
Ready to elevate your custody experience?
Fill out the form below, and we'll be in touch soon about how we can help provide the security, transparency, and support your business deserves.
Important information
Current custody fees may be found in the Custody Agreement. Additional services provided by SEI affiliates and subsidiaries will incur additional fees.
Custody services provided by SEI Private Trust Company (SPTC), a federal savings association and wholly owned subsidiary of SEI Investments Company (SEI).
Technology Services provided by SEI Global Services, Inc. (SGS). SGS is a wholly owned subsidiary of SEI.
Investing involves risk including possible loss of principal.
Strategic vs. integrated partnerships
Strategic: These alliances assist advisors in reducing cost, saving time, and increasing efficiencies to run a more successful
These parties are not affiliated with SEI or its subsidiaries.