We proudly partner with SEI Private Trust Company, a nationally recognized provider of institutional investment and custody services, to help implement strategic, goal-based financial plans for our clients. This partnership enables us to deliver a disciplined, globally diversified investment approach supported by cutting-edge research and ongoing oversight.
One of the distinguishing features of SEI’s platform is its manager-of-managers investment process. This approach delegates portfolio management to a carefully curated selection of institutional asset managers—each chosen for their expertise in specific asset classes. SEI continuously monitors and adjusts these managers to ensure alignment with evolving market conditions, risk parameters, and client goals.
Importantly, SEI Private Trust Company serves as a qualified custodian, offering a higher standard of care and protection than traditional brokerage firms. As a federally regulated trust company, SEI is held to strict fiduciary standards and must separate client assets from its own balance sheet—providing an additional layer of security and peace of mind. This trust-based custody model reinforces our commitment to transparency, accountability, and acting in our clients’ best interests at every stage.
To learn more about SEI and their investment and custody services, please view the videos below.