Sitting at the intersection of custody, technology and asset management, Independent Advisor Solutions by SEI provides the technology that works for you and the flexibility that works with you.LEARN MORE ABOUT OUR RIA SOLUTIONS ›
Our commitment to you and your business:
- A suite of solutions designed only for independent advisors; never competing with you, always for you
- Full-service custody with single-source access and a dedicated client service liaison
- Cutting-edge, digital-first platform that enables scale and efficiency
- End-to-end technology automation for portfolio management, rebalancing, models-based trading, advisory fee processing and more to help accelerate your business growth
- Open-architecture asset management flexibility designed to provide the choice you need to deliver objective advice
- Trusted by a community of over 7,500 advisors1, with the coaching, guidance and experience to support your unique business goals
We help advisors like you manage wealth, not technology,SM so you can focus on building long-lasting relationships with your clients. To learn more about Independent Advisor Solutions, call 888-734-2679 today or visit seic.com/advisor.
1As of December 31, 2020.
Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Platform and integration services provided by SEI Global Services, Inc. (SGS). Investment services provided by SEI Investments Management Corporation (SIMC). Custody services provided by SEI Private Trust Company (SPTC), federally chartered limited purpose savings association. SGS, SIMC and SPTC are wholly owned subsidiaries of SEI.
Investing involves risk, including possible loss of principal. There can be no assurance goals will be met.
Please check with your Firm or Firm's Home Office on availability of certain services.