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What we do

We deliver a comprehensive, integrated advice structure that helps power wealth, build community, and protect futures for advisors and their clients.

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.

Connect to what matters most.

Our investor-ready content helps you better connect with clients. See how we work with you, and how that partnership helps you deliver a better advice experience to them.

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