Trinity Financial Partners Hits Growth Milestone with SEI
SEI (NASDAQ:SEIC) announced that Trinity Financial Partners (Trinity) surpassed $500 million in assets under advisement (AUA), marking a significant growth milestone. Trinity, founded in 1972 and based in Berwyn, PA, leverages SEI's capabilities across asset management, technology, and operations. The firm provides comprehensive financial planning services, with expertise in tax optimization, estate planning, and complex charitable strategies.
Led by President Robyn Jameson, Trinity has approximately $575 million in total AUA as of June 30, 2024. The firm utilizes SEI's suite of separately managed account (SMA) investment strategies, Unified Managed Account (UMA) framework, and integrated advisor and investor technology. SEI's Executive Managing Director of Client Experience, Erich Holland, emphasized the company's commitment to enhancing capabilities to support advisor growth.
SEI (NASDAQ:SEIC) ha annunciato che Trinity Financial Partners (Trinity) ha superato i 500 milioni di dollari in asset sotto consulenza (AUA), segnando un traguardo di crescita significativo. Fondata nel 1972 e con sede a Berwyn, PA, Trinity sfrutta le capacità di SEI in materia di gestione patrimoniale, tecnologia e operazioni. L'azienda offre servizi di pianificazione finanziaria completi, con esperienza in ottimizzazione fiscale, pianificazione patrimoniale e strategie caritative complesse.
Guidata dal presidente Robyn Jameson, Trinity ha circa 575 milioni di dollari in totale AUA al 30 giugno 2024. L'azienda utilizza il portafoglio di strategie d'investimento separate (SMA) di SEI, il framework di Conto Gestito Unificato (UMA) e la tecnologia integrata per consulenti e investitori. Erich Holland, Direttore Esecutivo della Client Experience di SEI, ha ribadito l'impegno dell'azienda nel migliorare le capacità per supportare la crescita degli advisor.
SEI (NASDAQ:SEIC) anunció que Trinity Financial Partners (Trinity) superó los 500 millones de dólares en activos bajo asesoría (AUA), marcando un hito de crecimiento significativo. Trinity, fundada en 1972 y con sede en Berwyn, PA, aprovecha las capacidades de SEI en gestión de activos, tecnología y operaciones. La firma proporciona servicios de planificación financiera integral, con experiencia en optimización tributaria, planificación patrimonial y estrategias benéficas complejas.
Dirigida por la presidenta Robyn Jameson, Trinity tiene aproximadamente 575 millones de dólares en total de AUA al 30 de junio de 2024. La firma utiliza la gama de estrategias de cuentas gestionadas por separado (SMA) de SEI, el marco de Cuenta Administrada Unificada (UMA) y la tecnología integrada para asesores e inversionistas. Erich Holland, Director Ejecutivo de Experiencia del Cliente de SEI, destacó el compromiso de la empresa en mejorar las capacidades para apoyar el crecimiento de los asesores.
SEI (NASDAQ:SEIC)는 트리니티 금융 파트너스(Trinity)가 5억 달러 이상의 자산 상담(АUA)을 초과했다고 발표하여 중요한 성장 이정표를 기록했습니다. 1972년에 설립되어 PA주 베르윈에 본사를 둔 트리니티는 자산 관리, 기술 및 운영에 있어 SEI의 역량을 활용합니다. 이 회사는 세금 최적화, 유산 계획 및 복잡한 자선 전략에 대한 전문성을 갖춘 포괄적인 재무 계획 서비스를 제공합니다.
로빈 제이슨(Robyn Jameson) 사장에 의해 이끌어지는 트리니티는 2024년 6월 30일 기준으로 총 약 5억 7500만 달러의 AUA를 보유하고 있다고 밝혔습니다. 이 회사는 SEI의 별도 관리 계좌(SMA) 투자 전략 제품군, 통합 관리 계좌(UMA) 프레임워크, 그리고 애드바이저 및 투자자를 위한 통합 기술을 씁니다. SEI의 클라이언트 경험 전무인 에리히 홀랜드(Erich Holland)는 자문사의 성장을 지원하기 위한 역량 강화를 향한 회사의 헌신을 강조했습니다.
SEI (NASDAQ:SEIC) a annoncé que Trinity Financial Partners (Trinity) a dépassé les 500 millions de dollars d'actifs sous conseil (AUA), marquant une étape de croissance significative. Fondée en 1972 et basée à Berwyn, en Pennsylvanie, Trinity tire parti des capacités de SEI dans la gestion d'actifs, la technologie et les opérations. La société propose des services de planification financière complets, avec une expertise en optimisation fiscale, planification successorale et stratégies caritatives complexes.
Dirigée par la présidente Robyn Jameson, Trinity dispose d'environ 575 millions de dollars d'AUA au 30 juin 2024. La société utilise la gamme de stratégies d'investissement en comptes séparément gérés (SMA) de SEI, le cadre de Compte Géré Unifié (UMA) et la technologie intégrée pour conseillers et investisseurs. Erich Holland, Directeur Général de l'Expérience Client chez SEI, a souligné l'engagement de l'entreprise à améliorer les capacités pour soutenir la croissance des conseillers.
SEI (NASDAQ:SEIC) gab bekannt, dass Trinity Financial Partners (Trinity) die Marke von 500 Millionen Dollar an verwalteten Vermögenswerten (AUA) überschritten hat, was einen bedeutenden Wachstumsschritt darstellt. Trinity wurde 1972 gegründet und hat ihren Sitz in Berwyn, PA. Das Unternehmen nutzt die Fähigkeiten von SEI in den Bereichen Vermögensverwaltung, Technologie und Betrieb. Die Firma bietet umfassende Finanzplanungsdienste und verfügt über Fachwissen in den Bereichen Steueroptimierung, Nachlassplanung und komplexe gemeinnützige Strategien.
Unter der Leitung von Präsidentin Robyn Jameson hat Trinity zum 30. Juni 2024 insgesamt etwa 575 Millionen Dollar AUA. Die Firma nutzt SEIs Angebot an separat verwalteten Konten (SMA), das Unified Managed Account (UMA) Rahmenwerk und integrierte Technologien für Berater und Investoren. Erich Holland, Executive Managing Director der Client Experience bei SEI, betonte das Engagement des Unternehmens zur Verbesserung der Fähigkeiten zur Unterstützung des Wachstums von Beratern.
- Trinity Financial Partners surpassed $500 million in assets under advisement (AUA)
- Trinity's total AUA reached approximately $575 million as of June 30, 2024
- SEI's partnership with Trinity demonstrates successful growth in the independent advisor segment
- None.
Insights
Trinity Financial Partners' growth milestone, surpassing
For SEI investors, this news highlights the company's ability to attract and retain high-performing advisory firms, potentially leading to increased revenue streams and market share in the independent advisor segment. The long-standing partnership of nearly two decades also speaks to SEI's stability and adaptability in the evolving wealth management landscape.
However, while this milestone is encouraging, it's important to note that it represents a single client's success. Investors should look for broader trends in SEI's advisor business growth and client retention rates to gauge the overall impact on the company's financial performance.
Commitment to Goals-Based Wealth Management and Tax-Optimization Bolsters Growth
Founded in 1972 and based in
Led by President and Financial Advisor Robyn Jameson, CFP®, CLTC, Trinity's mission is to help families "Plan with Purpose." With approximately
Commenting on Trinity's continued growth, Jameson said:
"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. We focus on a deep planning process and scaling our firm to better serve current and future clients. 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.
"With their stability and commitment to investing in industry-leading capabilities and business resources, SEI is a key strategic partner in our ongoing growth journey. I am also privileged to have formed relationships with many impactful individuals in the SEI network that collectively support and challenge one another as we strive for excellence on behalf of our clients."
Highlighting the benefits of the strategic partnership, Erich Holland, Executive Managing Director of Client Experience for SEI's Advisor business, said:
"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.
"We continuously look for opportunities to enhance our suite of capabilities to help advisors grow. 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."
About SEI®
SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of June 30, 2024, SEI manages, advises, or administers approximately
About Trinity Financial Partners
Trinity Financial Partners is a holistic wealth management firm with a deep passion to serve high-net-worth families as we collaboratively plan, model and implement each step of life's journey. For more information, visit www.trinityfinancialpartners.com.
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SOURCE SEI Investments Company
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