Investment Vehicles
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
- Options
- Unit Investment Trusts (UITs)
- Precious Metals
- 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.
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