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.

SSG Has Been There Since Day One

My firm is committed to providing personalized wealth management and planning services for every client relationship that is free from conflicts of interest. SSG has been there for us since day one as a key operational and strategic partner in helping us best serve our clients and grow our firm.

Matt Krusko

Ready for Excellent Support with Personalized Attention from Your Custodian?

Contact Us Today