Company

Shareholders Service Group (SSG) was co-founded in 2002 by Peter Mangan and Bob Reed, two highly experienced financial services executives who have created or managed 4 different RIA custodial service platforms since the 1980s.

SSG provides high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for customer 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 to exceed their clients’ expectations

We have developed a personal and flexible service model for advisors that custody their client assets with us. Our brokerage technology and custodial services are helping independent RIAs across the country to be more efficient, more productive and more successful.

RIA Who Transitioned from a Broker/Dealer

The team at Shareholders Service Group provides exceptional service. They have become partners in our success, helping work with clients in a timely and responsive way. The words “can’t” and “won’t” simply do not exist in their vocabulary. In my twenty-plus years in the financial business, I have never experienced this level of support.

Troy Daum

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