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.
RIA Who Transitioned from a Broker/Dealer
The team at Shareholders Service Group provides exceptional service. They have become partners in our success, helping work with clients in a timely and responsive way. The words “can’t” and “won’t” simply do not exist in their vocabulary. In my twenty-plus years in the financial business, I have never experienced this level of support.
Troy Daum