Skip to main content

You deserve a custodian that makes life better for your clients and helps your business grow.
 

That's what we call the custodian (r)evolution—and here's how we're making it a reality:

Let's take a deeper dive.

The never-ending tide. A beautiful aqua ocean wave rolls into the shore, representing ongoing, reliable service.

The service you deserve

How we provide a client-first experience.

A pink, orange, and yellow lifeguard station pagoda on a sunny beach.

What does "free" really cost?

Are you asking the right questions as you're evaluating your custodian?

Custody

Custody

To create resilient and meaningful futures for the next generation, our custody services focus on accountability, safety, and security.

Advisor technology

Advisor technology

A connected platform that's flexible for your business.

Join the custodian (r)evolution today.

Fill out the form below, and we'll be in touch soon about how we can help make your business better.

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.

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.