OAKS, PA — SEI® (NASDAQ: SEIC) has played a pivotal role in helping Trinity Financial Partners achieve a significant milestone, surpassing $500 million in assets under advisement (AUA). This marks a major step forward for the Berwyn, PA-based financial advisory firm, highlighting SEI’s commitment to empowering independent advisors through its comprehensive services.
Founded in 1972, Trinity Financial Partners offers a collaborative and tailored financial planning experience, with expertise in areas such as tax optimization, estate planning, and guiding women through financial transitions. The firm is led by President and Financial Advisor Robyn Jameson, CFP®, CLTC, who emphasizes the firm’s mission to help families “Plan with Purpose.”
With approximately $575 million in total AUA as of June 30, 2024, Trinity has utilized SEI’s extensive capabilities, including a suite of separately managed account investment strategies and a Unified Managed Account framework. SEI Private Trust Company’s asset custody services and integrated advisor technology have also been key to Trinity’s growth.
Robyn Jameson highlighted the importance of SEI’s support in Trinity’s success, stating, “Celebrating our firm’s growth is exciting and something we are proud of, but growth only happens by engaging with one client at a time, offering them our sole focus and expertise, and leaning into what they value and want to achieve. The seamless integration of SEI’s technology and custody solutions, as well as the optionality and capabilities of SEI’s UMA-based investment structure, make an impact on our collective solutions and success.”
Erich Holland, Executive Managing Director of Client Experience for SEI’s Advisor business, expressed pride in the long-standing partnership, saying, “This business milestone is only one of Trinity Financial Partners’ recent accomplishments, and we’ve been proud to support Robyn and Trinity for nearly two decades. The Trinity team has embraced the totality of what we offer and pushed us for even more innovative capabilities, which have not only benefitted Trinity and the clients they serve, but our entire advisor community.”
SEI’s strategic partnership with Trinity Financial Partners continues to foster growth and success, enhancing service delivery and contributing to the financial well-being of their clients.
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