We understand independent advisors and their clients. Our scale and approach allow us to support emerging firms just as ably as we do more established ones.
We provide registered investment advisors with advice infrastructure designed to elevate an independent practice. Our flexible custody and technology platform helps deliver your advice efficiently, with available asset management strategies from institutional managers.
Our highly flexible and open asset management offerings are integrated with comprehensive technology, giving independent financial advisors affiliated with broker-dealer firms the ability to help more people in a more meaningful way.
We help financial advisors and their clients achieve and sustain financial freedom.
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.
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