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 Technology-Driven Wealth and Investment Management Solutions  We deliver new infrastructure platforms, solutions and services to the financial services industry.

Founded in 1968, our primary custodian, SEI, is a well-respected global investment services firm with more than $300 billion in assets under management and $1 trillion in assets under advisement.  

With a long track record of serving not only individual investors but also banks, trusts, and institutional investors, SEI manages its funds actively—not passively—through a team of Certified Financial Analysts (CFAs). CFAs are highly skilled in quantitative methodologies for analyzing securities, and the CFA charter is one of the most respected designations in finance, widely considered to be the gold standard in investment analysis. 

For asset protection, SEI holds individual investor funds in trust in a private trust company called SEI PTC, a subsidiary of SEI. SEI PTC may not pledge, hypothecate, or margin any assets it holds in custody. In short, they cannot use client funds for any separate purpose. 

SEI also has a long history of innovation within the financial services industry. It was among the first companies to offer the manager-of-managers concept, allowing leading specialist money managers to serve both individual and institutional investors.