Resources

At SSG, we provide a wide variety of resources to help you in all facets of your business.

Whether you are just starting out, learning about being an independent registered investment advisor, or if you are an established RIA firm looking for a new custodian, tap into SSG and see how we can help you take your business to the next level.

We offer a comprehensive array of business and practice management resources, tools, solutions and partnerships to help you efficiently manage your business and put your firm on the path to profitable growth.

Provides Top-Notch Support

From start-up to crossing the $200 million mark, SSG has been there for my clients and my firm. SSG has been assisting my firm in everything we do to provide top-notch support to our clients. In fact, SSG even presented at one of our client events and it was a big success!

David J. O’Brien

Ready for Excellent Support with Personalized Attention from Your Custodian?