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Shareholders Service Group has the highest rated custodial platform in the 2020 T3/Inside Information Advisor Software Survey!

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.

Shareholders Service Group was named by WealthManagement.com as the Best Small Custodian with Technology for RIAs! 

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.

We are committed to providing your firm with our high-quality personal service.

 

You can access our Customer Relationship Summary here (SEC Form CRS). 

Check the background of Shareholders Service Group or one of its registered representatives on FINRA's BrokerCheck.