What we do
Safeguarding assets starts with keeping them in your client's name.
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. This is a different approach from a bank or brokerage firm that is able to commingle client assets with its own assets. This commingling of funds has been a factor in many fraud situations.
There is no daylight between our technology and custody services. That tight integration reinforces our single-point-of-contact accountability, and makes it easier for you to deliver a superior Advice+ experience for your clients.
In addition to the benefits of our custody structure, we deploy a robust cybersecurity infrastructure to guard against threats to client assets. Our goal is to keep all our systems as safe and secure as possible to increase the security of all client assets.
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). SPTC and SGS are wholly owned subsidiaries of SEI Investments Company (SEI).
Investing involves risk including possible loss of principal.