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.
Provides Top-Notch Support
From start-up to crossing the $200 million mark, SSG has been there for my clients and my firm. SSG has been assisting my firm in everything we do to provide top-notch support to our clients. In fact, SSG even presented at one of our client events and it was a big success!