Advisor Flipbooks

We help financial advisors and their clients achieve and sustain financial freedom together. To provide you with a more connected experience, your financial advisor has chosen to work with SEI. Here's our story. Who is SEI? We deliver technology and investment solutions that connect the financial services industry. The relationships between financial advisors and their clients are about more than just managing wealth. It's about giving you the ability to make confident decisions. We work with your advisor to create a personalized and connected experience for you. The goal is to help you power wealth, build a sense of community, and protect your future. With capabilities across investment processing, operations, and asset management, we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change, and help protect assets. • SEI ranked as one of the top U.S. Advisory Third-Party Managed Account Providers (Cerulli Associates, Q4 2022). • SEI ranked as a largest outsourcer based on worldwide institutional outsourced assets under management by Pensions & Investments in July 2023. We have maintained this designation since 2011. • SEI was recognized as a "2021 Top Workplace USA" by Energage ( January 2022). Safeguarding your assets There is no greater responsibility than the security and safety of your assets. It helps protect futures for your family and for the next generation. You'll receive communications from SEI Private Trust Company (SPTC), which is a wholly-owned subsidiary of SEI. SPTC maintains custody of all client assets and holds them separately, in your name. This is a different approach from a bank or brokerage firm that is able to commingle your assets with its own assets. All data as of March 31, 2024, unless otherwise indicated. $1.5T AUM/AUA 10 of the top 20 U.S. banks are clients 2 Discover SEI

• Cover