Goals-based
management
series.
You sleep better at night
knowing your assets—
and your future—are
protected.
One of the most powerful aspects of wealth
is that its impact can extend beyond today,
creating a resilient and meaningful future for
generations to come. But how can you help
protect your future?
Confidence in your decisions—and your future—begins with
being fully informed, having your questions answered,
leveraging the tools at your disposal, and knowing you have an
advocate working toward your best interests.
There are different ways to hold—or custody—investors' assets.
Your financial advisor has established a relationship with SEI
Private Trust Company because we provide custody services
that focus on accountability, safety, and security.
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. 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).
