Custody
Our custody account structure provides added safety. Our techstodian℠ approach means you get a single point of contact supporting a comprehensive technology stack.
What we do
We deliver a comprehensive, integrated advice structure that helps power wealth, build community, and protect futures for advisors and their clients.
Advisor technology
Our technology is flexible, integrated, and easy to use. It's a powerful tool that connects you to what matters most and an integral part of the investor experience.
Asset management
Investments should be high-quality building blocks, not closed constructs. Our flexible asset management offerings give your clients more choice and access to top-tier asset managers who share our investment philosophy.
Advisor services
We believe a great advisor and end investor experience goes far beyond comprehensive capabilities. It’s about igniting a movement for universal access to wealth and advice. From our actionable practice management and business consulting services to events and thought leadership, we build a sense of community around advice.
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 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.
