OAKS, PA — Front Street Capital Management, a Montana-based registered investment advisor, has chosen SEI® (NASDAQ: SEIC) to provide custody and technology solutions for its operations. The partnership integrates Front Street’s $600 million in assets under management into SEI’s unified infrastructure, offering streamlined support for every aspect of its business.
With more than 25 years of experience, Front Street focuses its investment strategy on purpose-driven companies that demonstrate long-term value creation through strong management practices and stakeholder engagement. The firm’s dedication to investing in organizations with core values, such as integrity and disciplined capital allocation, aligns closely with SEI’s culture and solutions.
“SEI’s technology and advisor services capabilities are immensely important for us to provide more effective, efficient, and personal interactions and information for our growing client base,” said Michele Blood, Co-Founder and Chief Operating Officer at Front Street. Blood emphasized SEI’s alignment with Front Street’s principles as a key factor in the decision.
Front Street’s investment approach hinges on identifying businesses with visionary leadership and an ongoing commitment to improvement. By partnering with SEI, the firm gains access to advanced systems that enhance operational efficiency and client service.
Gabriel Garcia, Head of RIA Client Strategy and Experience for SEI, highlighted the value of integration in the financial industry. “Tight integration across technology and operations matters—particularly when it comes to efficiently running a business while providing a connected and collaborative experience for advisors and investors,” he said.
Russ Piazza, Co-Founder and Chief Investment Officer at Front Street, underscored SEI’s cultural influence on the firm. “We’ve admired SEI’s culture for decades and even modeled our collaborative office layout after their headquarters. Partnering with SEI allows us to deliver a connected wealth management experience while staying focused on value creation for our clients,” Piazza added.
This collaboration reinforces SEI’s role as a premier partner for financial advisors and aligns with Front Street’s mission to invest in companies that prioritize long-term value and stakeholder engagement. Together, the two firms aim to offer a seamless wealth management experience rooted in shared values and innovation.
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