Managed Accounts

Should you decide to outsource your investment management selection process to an outside money manager, SSG offers access to a selection of money managers through separately managed account programs.

These separately managed account programs give you access to institutional money managers with low initial minimums, for individual securities (including ETFs), mutual funds, fixed income instruments, and other investment choices. You have the option of paying standard brokerage transaction fee or fee-based charges, depending upon the program you choose.

As an independent RIA, you have many responsibilities and duties. Should you decide to outsource your investment selection process, using a money manager through a separately managed platform may be a viable option.

SSG has long-standing relationships with MORNINGSTAR and ENVESTNET separate account platforms.

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

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