Business Transition Services

When you’re ready to make the move to SSG, let our Business Transition Services do the heavy lifting for you.

Working with hundreds of independent RIAs has given our team the expertise, infrastructure and technology to get you up and running quickly with SSG.

Access our Business Transition Services and we provide:

  • Signature-ready client documents delivered to you or your clients
  • Analysis of your current holdings, account registrations and account features
  • Transition project management with on-going transfer tracking
  • Training on SSG systems, forms and services

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