Issue link: https://info.seic.com/i/1538968
29 PARTNERSHIP FORUM STRATOS AND SEI Important information. Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Investment services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI Investments Company (SEI). The Investment Management Unit (IMU) and SEI Fixed Income Portfolio Management are teams within SIMIC. There are risks involved with investing, including loss of principal. There can be no guarantee that risk will be managed successfully nor that objectives will be achieved. Diversification may not protect against market risk. Custody and trust services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. Platform and technology services provided by SEI Global Services, Inc. (SGS). SPTC, SGS and SIMC are wholly owned subsidiaries of SEI. For those SEI Funds which employ the 'manager of managers' structure, SIMC has ultimate responsibility for the investment performance of the Funds due to its responsibility to oversee the sub-advisers and recommend their hiring, termination and replacement. Information provided as examples and hypothetical personas do not constitute investment recommendations or advice, and are only intended to show the breadth of SEI's capabilities. It is important to consider many factors when determining an appropriate investment vehicle including, but not limited to, age, principal, risk tolerance, goals and objectives. The Advisor Business Platform is an integrated ecosystem of custody and technology; automation of client implementation and business management Certain information contained herein has been provided to SEI by an unaffiliated third party. SEI cannot guarantee the accuracy or completeness of the information and assumes no responsibility or liability for its incompleteness or inaccuracy. Please check with your Firm or Firm's Home Office before implementing any suggestions contained herein. For those portfolios of individually managed securities, SIMC makes recommendations as to which manager will manage each asset class. Upon SIMC's termination of a manager from the program, SIMC may recommend a replacement money manager and the investor has the option to move the account assets to another custodian or to change the manager.