Issue link: https://info.seic.com/i/1463414
1 Freedom Valley Drive P.O. Box 1100 Oaks, PA 19456 610-676-1000 seic.com Get connected today. Learn more about the SEI Advisor Benefits Program by contacting your SEI representative at 800-734-1003. 1 Excludes SEI Fixed Income Portfolio Management (SFIPM), SEI American Funds® Strategies, SEI Systematic Core Strategies, SEI Factor Based Strategies. † SEI ETF Strategies are part of Managed Account Solutions. *Advisors may also qualify with either: (1) over $60M in Total Platform Assets (and/or $30M in SEI AUM), plus $20M in Total Platform Asset Growth (and/or $10M in SEI AUM growth), (2) over $80M in Total Platform Assets (and/or $40M in SEI AUM), plus $10M in Total Platform Asset Growth (and/or $5M in SEI AUM growth), (3) over $90M in Total Platform Assets (and/or $45M in SEI AUM), plus $10M in Total Platform Asset Growth (and/or $5M in SEI AUM growth). "Growth" defined as net contributions, which is the dollar amount of new business brought to SPTC, less withdrawals and terminations. Total Platform Assets is defined as your firm's clients' assets held at SEI Private Trust Company. Assets under management (AUM) is defined as your firm's clients' assets held in SEI mutual funds, Managed Account Solutions, Distribution Focused Strategies, Custom High Net Worth Strategies and the SEI Sub-Advised Program. Neither SEI ® nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. Information provided by Independent Advisor Solutions by SEI, strategic business unit of SEI Investments Company (SEI). Custody and trust services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI. Investment services provided by SEI Investments Management Corporation (SIMC). SIMC is a wholly owned subsidiary of SEI. SEI Fixed Income Portfolio Management is a team within SIMC. Investing involves risk, including possible loss of principal. © 2023 SEI 220244.41 IAS 02/23