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Front Street Capital Management, a Montana-based registered investment advisor, has chosen SEI for custody and technology solutions. With over $600 million in assets under management, Front Street is known for investing in purpose-driven companies that prioritize long-term growth and core values such as integrity and teamwork.
For over 25 years, Front Street has focused on companies that engage stakeholders and continuously improve their operations. They believe in the power of great managers to create customer value through cultures of cooperation and communication.
Michele Blood, Co-Founder and COO of Front Street, stated that SEI’s technology and advisor services will help provide more effective and efficient interactions for their clients. The commitment SEI has shown to supporting their unique investment strategy was a key factor in their decision to make the switch.
Gabriel Garcia, Head of RIA Client Strategy and Experience at SEI, emphasized the importance of tight integration across technology and operations in today’s financial landscape. SEI is dedicated to providing exceptional client service and is excited to support Front Street in their mission and growth.
Russ Piazza, Co-Founder and CIO of Front Street, expressed their admiration for SEI’s culture and team of problem-solvers. They have been long-time admirers of SEI and are thrilled to partner with them to deliver a connected wealth management experience to their clients.
With SEI’s support, Front Street looks forward to enhancing their clients’ investment experience and continuing to focus on creating long-term value for their stakeholders.
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Photo credit pulse2.com
