At SSG, you'll have access to the widest variety of investment choices so you can develop a diversified and flexible investment strategy for your clients, including:
Listed and OTC equities and ADRs
ETFs and Closed-End Funds
Over 15,000 mutual funds (contact us for a complete list)
Over 6500 No Transaction Fee mutual funds
No-load mutual funds
Load-waived mutual funds invested at NAV (front-end, back-end and dual-load shares also)
Fixed income, including bonds and CDs
Unit Investment Trusts (UITs)
Service on many variable annuities and insurance products (Not in all states. Contact us for details.)
Separately Managed Account services
Our goal is to provide the investments that you and your clients need--at the lowest possible cost. Whenever possible, we eliminate loads, commissions and mark-ups, so you can create the most efficient investment plan for your clients.
Introducing Wealthminder, a cost-effective practice management and client communication tool. Wealthminder helps you create plans, deliver advice and track progress more effectively and efficiently. Core capabilities include financial planning, automated portfolio review technology and t...