SEI Private Trust Co.
Our investment principles and processes, coupled with your advisor’s personal relationship with you, work together to help enhance returns, reduce volatility and manage investment risk.
Why it matters
How does this relationship help you?
- Easy-to-understand reports – SEI ranked #1 for best mutual fund statement reporting and documentation of goals and progress.*
- Access to leading investment managers – You may benefit from the same sophisticated investment philosophy and processes used by institutional investors.
- Track record of success in product and solution innovation – For more than 40 years, SEI has been a leader and innovator in helping meet the challenges of managing personal and institutional wealth.
* Dalbar’s 12th Annual Trends and Best Practices in Investor Statements, 2010