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.

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

Ready for Excellent Support with Personalized Attention from Your Custodian?

Contact Us Today