Advisor Flipbooks

Q. Does SEI offer investment solutions and access to investment options? A. We offer a broad range of investment strategies and options, ranging from low- cost passive portfolios and tax-managed portfolios to custom high-net-worth portfolios. You can utilize these options on a standalone basis, in conjunction with portfolios you construct, or not at all. It's completely up to you and your clients. Q. I have technology that I really like to use. Does SEI offer integration support and services? A. Yes, we integrate with many industry- leading technology providers. In fact, there's a good chance that the technology you have will integrate with our custodian. Investment accounts are custodied at SPTC. All Cash Access Account deposit and credit products are offered by, and any accounts opened in connection with such products will be held by, The Bancorp Bank, a state- chartered bank which is unaffiliated with SEI. Deposit accounts are maintained by The Bancorp Bank. They are FDIC insured up to $250,000. Other accounts that you have at The Bancorp Bank may impact your coverage. Visit www.fdic.gov for coverage details. Cash Access Account and SBLOC services are subject to Firm or Firm's Home Office approval. Supernova Lending LLC is the lender for Nationwide Smart Credit lines of credit. Supernova Lending LLC is an independent lender not affiliated with The Bancorp Bank or SEI and its subsidiaries. Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). There are risks involved with investing, including loss of principal. Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI. For Financial Intermediary Use Only. Not for Public Distribution. Platform and integration services provided by SEI Global Services Inc. (SGS). Investment services provided by SEI Investments Management Corporation (SIMC). SGS and SIMC are wholly owned subsidiaries of SEI. ©2021 SEI 220244.09 IAS 3 For more information call 888-SEI-ANSWERS

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