Who we serve
We believe independent advice has the power to help individual investors achieve and sustain financial freedom. RIAs shouldn’t have to sacrifice to become—and remain—independent.
Being an RIA is about being independent. About growing a business. About putting your clients at the center of everything you do. We feel the same way.
For as long as we’ve been around, we’ve been entrepreneurs just like you. Moving fast. Building things. Changing financial services for the better.
And we believe it’s time for other custodians to see what happens when a big entrepreneur starts making waves.
In other words: It’s time for a revolution.
A revolution that amplifies an RIA’s independence and doesn’t diminish it.
A revolution that helps RIAs serve their clients—not keep things from them.
A revolution that makes running a complex business simpler—not harder.
A revolution free of endless hold times and people not knowing your name.
A revolution that helps RIAs grow.
You advocate every day for your business, and for your clients. Now you have a custodian who spends every day doing the same.
Custody is better, starting today.
Custody services provided by SEI Private Trust Company, a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company.