Multi-Custodian & Third Party Advisors
Access to the industry’s top investment managers
Our partnership with select TPA’s provides our advisors access to industry’s top investment managers, which are hand selected by our network of advisors. Our main goal is to create mutually beneficial relationships between the advisor, their client, and GVA. By using third-party investment managers, advisors eliminate the responsibility of ongoing portfolio management, rebalancing, performance reporting, billing, and collection of management fees. Allowing them more time to focus on their clients.
SEI is a leading global provider of institutional and private client wealth management solutions, including asset management, investment processing, and investment operations. We help professional wealth managers, institutional investors and private investors create and manage wealth — and enable their long-term success by providing solutions that are both comprehensive and innovative.
Since 1968, SEI has been a leader in the investment services industry, recognized for its history of innovation. Throughout this 40-year history, our mission has remained constant: to help clients achieve continued success by developing consistently relevant solutions delivered through an outstanding client experience. Many of our solutions are unique, combining advice, investments, technology, and operations into comprehensive solutions designed to help professional wealth managers improve their business success; institutional investors make better financial decisions; and private clients achieve their life and wealth goals.
AssetMark supports financial advisors in their life’s work—helping clients thrive. By giving advisors the tools they need to be successful, we free them up to help their clients reach their goals. We are driven by a mission and set of values that puts advisors and their clients first.
Underpinning all of our services is a deep commitment to asset management excellence, compelling technology and thought leadership. These principles inform our business strategy and reflect our commitment to building deep relationships with advisors, investors and each other.