(800) 380-7370

Institutional Solutions — Personalized

More...

Cost-Effective Asset Allocation Solutions For Fiduciaries

More...

Black Diamond, MoneyGuide Pro, Redtail, Junxure, TRX, Wealth Access And More Advisor Apps

More...

Mobile Custodial Solutions For Advisors On-The-Go

More...

Founded in 2002, SSG Serves 1500 Advisors!

More...

What Advisors Say About SSG

More...

Frontpage Slideshow | Copyright © 2006-2011 JoomlaWorks Ltd.

SSG Events & Conferences

We appreciate your participation. You made our 2015 conference a success. Videos and press releases are available here.
 

FIND OUT MORE

A New Way For RIAs

In today’s challenging environment, investors are looking for a different model for financial advice. Independent RIAs are independent, fee-based and free from conflicts of Wall Street.

FIND OUT MORE

Success Stories

SSG serves over a thousand independent RIAs around country, ranging from experienced advisory firms to small, start-up businesses, to registered reps transitioning to the fee-basis model.

FIND OUT MORE

b2ap3_thumbnail_danskiles_clipped_rev_1.png
SSG Partners With Advisor Products For Advisor Websites And Client Portals
Shareholders Service Group has partnered with Advisor Products, and SSG-affiliated advisors can get significant discounts on websites and client portals. We’re excited about this partnership. Advisor Products was founded by Andy Gluck in 1996. I first met Andy in 1994, when he was working at Worth ...
Continue Reading...
b2ap3_thumbnail_SSG-FreeConference-Attendance.png
RIA Custody Provider, Shareholder Services Group, Sets Date For 2016 Conference
For the 2016 conference, SSG will offer a tremendous line-up of well-known and highly regarded speakers, covering topics that are timely, educational and practical. SSG wants to be able to take what advisors hear and learn back to their office so they can apply these tools and ideas to help them bet...
Continue Reading...

Contact Us

*
*