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Stability. Every step of the way

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.

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Continuity through times of change.

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More than 50 years strong as a company.

More than 40 years confidently managing money.

More than 30 years steadfastly serving independent advisors.

Isn't it time to tap into the stability you've earned?

Never bought. Never sold.

A large, bold "50" appears on the screen, then it zooms out as a plus sign animates next to the "50" and the following words appear: 'More than 50 years strong as a company.' A big and bold "40" appears next and similar to the "50", a plus sign and the following words appear: 'More than 40 years confidently managing money.' A big and bold "30" comes on screen and a plus sign and the following words appear: 'More than 30 years steadfastly serving independent advisors.' All three appear on screen together, fade out and 'isn't it time to tap into the stability you've earned?' fades in. This phrase then fades out, SEI's logo fades in and underneath the logo, the phrase “Never bought. Never sold.” appears briefly and then it fades to the site URL.

 

An antidote for instability.

Safety and security

Custody services should focus on accountability, safety, and security to help create resilient and meaningful futures for your clients.

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Technology tools

A connected platform that’s flexible for your business can allow you to focus more on your clients. 

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Values and approach

Leveraging an investment process that starts with investor goals can help ensure your client’s plan stays on track. 

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Let's connect you to the stability you've earned.

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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.