Advisor Flipbooks

Our backstory SEI Private Trust Company is a limited-purpose federal savings association and a wholly owned subsidiary of SEI Investments Company (SEI). SEI was founded in 1968 and began by developing computer systems designed to help bank trust departments account for the assets under their control and operate more efficiently. Now, with over 50 years of experience, through TRUST 3000 ® and the SEI Wealth Platform SM , SEI has significant relationships with trust departments from some of the largest U.S. banks. More importantly, SEI Private Trust Company uses this same state-of-the-art technology to process and keep track of your assets. SEI Private Trust Company was chartered as a federal savings association in January 2001. SEI Private Trust Company provides custodial and personal trust services, primarily to high-net-worth individuals, and custodyservices to institutional investors. Custody services provided by SEI Private Trust Company, a federally chartered limited-purpose savings association and wholly owned subsidiary of SEI Investments Company (SEI). There are risks involved with investing including possible loss of principal. Neither SEI nor its subsidiaries are affiliated with your advisor. © 2 0 1 2 -2 0 2 2 S E I H N W - M - 6 2 9 2 2 0 2 4 4 . 0 3 I A S ( 0 6 / 2 2 ) Important to remember • Since SEI Private Trust Company is a federal savings association—not a bank or brokerage firm—your assets are segregated from its own assets and your assets are custodied in your name. This means SEI Private Trust Company creditors have no claim to your assets. • SEI Private Trust Company, may not pledge, lend or margin assets that are held in custody. • SEI Private Trust Company is regularly audited by independent and internal auditors and is subject to routine examination by the OCC. Since January 2001, high-net-worth investors have relied on SEI Private Trust Company, in cooperation with their financial advisors, for confidentiality and safekeeping of their assets. And we pledge to continue to earn that trust by providing safety for your assets every day.

• Cover