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

Ready for Excellent Support with Personalized Attention from Your Custodian?

Contact Us Today