Practice Management

Running a growing RIA practice requires more than just client management and investment and financial planning. It also requires a focus on the operational aspects: managing staff, complying with regulations, marketing, and managing your P&L.

To help you successfully grow, SSG’s Advisor’s Advantage program gives you access to industry-leading providers at preferred pricing.

  • Business services advisors need to run their practices, with access to many vendors at discounted rates
  • Compliance services
  • Software and technology
  • E&O insurance
  • Research
  • Marketing and communications

A NAPFA Member New to SSG

I have been doing business with SSG since 2013 and they have exceeded my expectations year after year. They truly understand how to deliver excellent personal service and attention.

Jennifer Lazarus

Ready for Excellent Support with Personalized Attention from Your Custodian?

Contact Us Today