SEI Campus

NAMCOA works with SEI Trust Company to assist our investors manage wealth and provide trust services.

Since 1968, SEI has been a leader in the investment services industry, recognized for its history of innovation. Many of SEI solutions are unique, combining advice, investments, technology, and operations into comprehensive solutions designed to help us help our clients make better financial decisions, achieve their life and wealth goals.

SEI serves a broad range of clients, including banks, trust institutions, wealth management organizations, independent investment advisors, retirement plan sponsors, corporations, not-for-profit organizations, investment managers, hedge fund managers, and high-net-worth families.

SEI manages or administers approximately $1.3 trillion in hedge, private equity, mutual fund and pooled or separately managed assets, including approximately $399 billion in assets under management and $880 billion in client assets under administration, as of June 30, 2021.

SEI is a public company and is listed on the NASDAQ exchange under the symbol SEIC. Their main office and corporate headquarters is in Oaks, Pennsylvania, USA, near Philadelphia. They also operate from offices in Canada, Hong Kong, Ireland, South Africa, and the United Kingdom. Below is a nice video virtual tour of their Pennsylvania campus.

Retirement Plan Custodians

NAMCOA can work with virtually any record-keeper/custodian, as in the case of retirement plans, the plan sponsor has the final choice and selects their record-keeper/custodian. NAMCOA has never received commissions from any custodian, of any type, our competitive fees can be paid out of plan assets and/or be direct-billed. 

In alphabetical offer, the retirement plan custodians we currently work with are:

  • Ascensus
  • AssetMark
  • Empower
  • ePlan
  • Fidelity
  • Paychex
  • SEI Private Trust Company
  • The Pacific Financial Group

Collectively, these custodians are also Platform Managers and provide related investment advisory and performance measurement services that may be provided through their third-party platform. These Platform Managers are responsible for managing model portfolios, taking into account each client risk profile and input from NAMCOA Advisor.

2021 Interactive Broker Awards

So for Interactive Brokers, industry Awards in 2021 are not in any short supply. One of the custodians NAMCOA uses, has achieved yet another award from Barons, for being the Best Online Broker – 5 out of 5 stars#1 for Active Traders, #1 for Information, #1 for International and #1 for Trading.

Interactive Brokers is a global custodian of client assets, and offers a transparent, low commissions and financing rates, support for best price execution, and stock yield enhancement program help minimize costs to maximize client returns.

With Interactive Brokers, our clients can invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account. Multiple currencies are available and assets can be denominated in multiple currencies.

Through Interactive Brokers, we can access market data 24 hours a day and six days a week in 135 Markets, 33 Countries and 23 currencies.

Other 2021 industry Awards for Interactive Brokers noted below.