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Who we serve

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.

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.

Ignite a movement.

Connect to what matters most. Learn more about what an Advice+ experience could mean for you and your clients.