FA Magazine July/August 2026 | Page 2

Choose a partner, not just a platform.

SEI brings custody, asset management, and strategic support together, helping you run smarter, scale faster, and serve clients better.

A top-rated custodial platform.*

Don’ t settle for custody alone.
Start expecting more: seic. com / RIAs.
* T3 Inside Information Software Survey, March 2025.
Custody services provided by SEI Private Trust Company( SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company. Other services provided by SEI through its subsidiaries and affiliates.
Investing involves risk including possible loss of principal.