Issue link: https://info.seic.com/i/1456554
22 Ongoing advice and analysis We will work with you to continually review changes in your financial circumstances, investment profile, the markets, and investment offerings, to make sure that your program stays aligned with your goals and objectives. Reporting and review process Our firm will review your overall investment program with you at least annually and continue to monitor your performance and report to you on a periodic basis to assure that you are aligned with your investment objectives while staying within your risk tolerance. Manager selection and monitoring * Your portfolio will be managed by a group of investment managers that are held to SEI's rigorous standards of investment process, style, and compliance. However, the use of these methods and the accompanying historical performance information is no guarantee of future performance. Automated portfolio rebalancing The percentage weighting assigned to each asset class within your portfolio can vary since asset classes perform differently over time. These weightings can fluctuate within reasonable ranges, depending on market conditions, but will be automatically rebalanced back to your target weightings if these ranges are exceeded. Investor portal The investor portal is your gateway to connect to your finances and goals. In one, singular location you'll be able to have a holistic view of your finances through a dashboard view, upload important documents to the secure vault, and chat directly with your advisor via direct messaging. You'll have the option to opt in for eDelivery to access account statements online. Your tax documents are also available when you provide your account number and Document ID, making it easy to import your SEI Private Trust Company (SPTC) data into the TurboTax® preparation software. † Contact us to learn more about the online registration process. * If your Advisor has selected any strategy indicating the strategy investment managers as a "Gateway" manager, SEI Investments Management Corporation (SIMC) has not reviewed or approved this Manager or its investment process and will not monitor the Manager or its strategy over time. Your Advisor has independently selected the Manager and strategy and is the sole fiduciary responsible for such selection and ongoing oversight, including all compliance oversight. † For more information on TurboTax®, please visit turbotax.intuit.com