Safety of Your Assets
SEI Private Trust Company
A Non-Bank Custodian
Parent Company Publicly Trades under SEIC
Founded in 1968
Assets Held in Your Name
Your Assets are Never at Risk
Safe, Secure and Segregated
Does not Lend or Rehypothecate Your Assets
Financially Solid
$1.6 Trillion in Clients Assets
$840 Million in Cash
$0 in Long Term Debt
Company Structure
Independent
Transparent
Owned by Clients
Governed by a Board of Directors
C - Corp
David Forsyth's Investment Experience
19 Years
As an Owner
27 Years
Investment Management
7
Bear Markets
Equity Selection & Portfolio Strategy
Our in-house investment strategy can be customized for your personal investment objectives and risk tolerances.
Diversification through Differentiated Strategies from Top Investment Firms
Clients needing increased portfolio diversification, Vaquita Sun researches, monitors and partners with third-party managers to offer differentiated investment strategies.
Office Location
South Florida
200 East Las Olas Blvd.
Suite 1400
Fort Lauderdale, FL 33301
954-620-9900
[email protected]
