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Who is SEI and what do they do for my Blackfinch Adapt AIM Portfolio?

SEI is the custodian and platform provider for Blackfinch Adapt AIM Portfolios.

Their role includes:

  • Safekeeping your investments and cash.
  • Processing transactions and corporate actions.
  • Providing valuation and account information.
  • Supporting the administration of your portfolio.

SEI does not make the investment decisions for your AIM Portfolio. Blackfinch remains responsible for the discretionary management and ongoing investment strategy.