Your security is our
priority.
At SEI Private Trust Company, we've built a strong
reputation in the financial services industry, having
established business relationships with approximately
7,500 financial advisors.
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Your financial advisor has established a relationship with
SEI Private Trust Company because of this reputation
and the services we provide through advisors. Together,
we look forward to assisting you along your investment
and financial journey for years to come.
Here's what's in place
to help safeguard your
assets.
You may have read the news reports in recent years of
various types of fraud that have been perpetrated on
investors like yourself. You may have even become more
concerned about protecting your assets from fraud or
institutional failure.
So it may be reassuring to know that, as a federally
chartered limited-purpose savings association, SEI
Private Trust Company adheres to extensive federally
mandated controls designed to prevent fraudulent
activity. Moreover, these control measures are audited
by both independent and internal auditors. As a limited-
purpose savings association, SEI Private Trust Company
is also subject to examination by the Office of the
Comptroller of the Currency (OCC).
Like other investors,
you sleep better at
night knowing your
assets are protected.
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1
As of 12/31/21.
