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June 24, 2019. San Diego, CA and Boston, MA - Shareholders Service Group (SSG) and Blueleaf announce a new strategic partnership that will provide Blueleaf’s proprietary product access, special pricing and exclusive practice management consulting to the 1,600 Independent RIAs that use the brokerage ...
February 12, 2019. San Diego, CA and Chicago, IL - Shareholders Service Group (SSG) and Portfolio Pathway announce a new partnership that will provide advisors that use the brokerage and custodial services of SSG access to a robust wealth management technology platform and support. As part of this a...


About SSG

About Shareholders Service Group

Shareholders Service Group (SSG), www.ssginstitutional.com, provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs).

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