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

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