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how-we-help-protect-your-future

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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).

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