Client Service
When you work with SSG, you gain access to a team of operational and client service professionals who only work with independent RIAs. Our teams know the ins and outs of what it takes to provide world-class, customized service to RIAs so that you can stay focused on the growth of your firm.
Our dedicated service teams pride themselves on delivering responsive, excellent service and are known for going the extra mile to ensure your needs are met.
Going the Extra Mile
Whether you are an established advisory firm or are just getting started, our Business Transition Service will prepare signature-ready client documents for you, so that you can keep track of account transfers from beginning to end using our online systems, making the transition to SSG a smooth and easy process.
Used SSG for Over 10 Years!
My firm has had the pleasure of working with SSG for over 10 years. Even with our tremendous growth and theirs too….one thing has never changed…..and that is SSG providing the best support for my firm and our clients.
Ready for Excellent Support with Personalized Attention from Your Custodian?