Personalized Custodial Services
Exclusively for Independent
Registered Investment Advisors
Shareholders Service Group (SSG) specializes in meeting the unique investment and technology needs of independent investment advisors and their clients. Since 2002, SSG has offered brokerage services with extensive account insurance, a wide variety of investment options, competitive technology, and an experienced team committed to providing excellent personal service.
All of our employees share the firm’s vision and principles:
- Providing responsive service
- Offering excellent value
- Being a trusted partner to independent advisors
- Helping advisors exceed their clients’ expectations
We have developed a personal and flexible service model for advisors that custody client assets with SSG. Our brokerage technology and custodial services are helping state and SEC registered RIAs across the country to be more successful.
Ready for Excellent Support with Personalized Attention from Your Custodian?