Custodian (r)evolution

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Leverage a unified platform that powers some of the industry’s largest banks and institutions.

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Our custody services focus on accountability, safety, and security.

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We’re here to help.

You deserve a custodian that makes life better for your clients and helps your business grow. A custodian committed to powering your success.

Safeguarding assets starts with keeping them in your client’s name—no commingling of investor funds. Through SEI Private Trust Company, we don’t commingle, pledge, lend, or margin client assets. Because your client’s money is just that, their money.

We understand that custody is more than just the safekeeping of assets.

Personal relationships and dedicated service for every RIA.
You should know your relationship and service team and be able to call them when you need them. From transition services to names and phone numbers, you get access to it all when you work with us.
Integration that makes running a business easier.
Our advisor technology, paired with numerous strategic partnerships, means more control, simplicity, and accountability—and fewer burdensome tech contracts that you need to manage.
A simpler approach to custody costs.
We offer a simple custody fee structure that you and your clients can understand. Because it’s important to know what you are paying for.

Expect more from your custodian.

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.

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Collected to follow global data privacy requirements only

Questions/comments

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.

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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.

We understand that custody is more than just the safekeeping of assets.

Let’s take a deeper dive.

Custody.

Powerful technology.

What are you really paying for?

Expect more from your custodian.

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

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