We Partner with SEI To Manage Investments

To deliver unique options that enable individual investors like you to benefit from institutional money management expertise, we work with SEI, a leading global provider of wealth management solutions. For more than 50 years, SEI has created innovative solutions to meet the needs of managing wealth. SEI’s mutual funds and wealth management solutions are available through selected advisory firms such as Servant Leader Investors.

As seen from our integrated services, we add significantly more value than simply providing investment advice and performing the monitoring. Our strategic partnership with SEI is designed to increase our operational efficiency, which results in lower fees and a heavier focus on risk management.

What You Should Know About SEI

SEI Private Trust Company (SPTC) is a federally chartered, limited-purpose savings association that adheres to extensive, federally mandated controls designed to prevent fraud. The company was founded in 1968 by Chairman and CEO Alfred West and has $369 billion in assets under management as of December 31, 2020.

As a trust company, SEI Private Trust Company cannot commingle funds, hold client funds in “street name,” or use client funds in its own account for any use, including lending, because all client assets are held in an account under the client’s name. Your assets are segregated from SEI’s own assets and held in your name.

SEI Private Trust Company maintains custody of all clients' assets. While we use outside firms to conduct stock selection for your investments, we do not send them assets. We simply grant them access to trade securities on our platform. Your assets are held in our safekeeping as long as you remain.

SEI Private Trust Company is a trust institution-not a bank or brokerage firm-your assets are segregated from SEI’s and they are custodied in your name. This means SPTC creditors have no claim to your assets.