Skip to main content

Dedicated RIA service

View transcript

Close transcript

Hello, everyone. You may not know this, but SEI has been serving the profession of advice for over 30 years—focused on supporting your business and helping you power client success. The service you provide to your clients is one of your highest priorities, and you deserve the same dedicated service and support for your business.

We are committed to being a premier destination for growth-minded RIAs by providing custody, open-architecture technology, and wealth management solutions. What this means is we deliver a client-first experience that puts you at the center of everything, and we do that for all firms—large or small. In fact, at SEI, every client is supported by a relationship manager and a dedicated service liaison. Every client.

Building rapport and understanding the unique needs of each client allows us to be more responsive and serve you in accomplishing your goals. If you’re exploring custodians, whether it’s an additional custodian or an alternative one altogether, we’d be honored to tell you more about how we can help you.

At SEI, we believe you should do what you do best, and we’ll do the rest.

Join the (r)evolution.

Call us at 610-676-7873 or email us at RIATeam@seic.com

Join the (r)evolution

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.

Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company (SEI).

Investment services provided by SEI Investments Management Corporation (SIMC). Technology services provided by SEI Global Services, Inc. (SGS). SIMC and SGS are wholly owned subsidiaries of SEI.