Your Portfolio You can review your portfolio at any time of the day or night, using these direct links to the Web sites of the custodians that hold your accounts and securities. To activate your on-line access, contact Mark Edwards at Matthai Capital Management. Once your account is set up, simply click on the links provided below. SEI Private Trust Company SEI Investments (SEIC) was incorporated in Pennsylvania in 1968 and is a publicly traded diversified financial services firm. SEI employs more than 1,800 professionals in 11 countries worldwide. In 1999, Cerulli Associates named SEI the nation’s leading third-party provider of mutual fund wrap programs. SEI currently manages more than $126 billion of investor assets. TD Ameritrade As one of the largest brokerage firms in North America, TDAmeritrade is known for providing a wide range of products and services tailored to independent financial advisors and their clients. For example, TDAmeritrade offers over 13,500 mutual funds to choose from. This reputation has led over 4,000 independent financial advisors and over 6 million individual investors worldwide to choose TDAmeritrade for their financial solutions.