Shareholders Service Group (SSG) specializes in meeting the unique investment and technology needs of independent investment advisors and their clients. Since 2002, SSG has offered brokerage services with extensive account insurance, a wide variety of investment options, competitive technology, and an experienced team committed to providing excellent personal service.
All of our employees share the firm’s vision and principles:
Providing responsive service
Offering excellent value
Being a trusted partner to independent advisors
Helping advisors exceed their clients' expectations
We have developed a personal and flexible service model for advisors that custody client assets with SSG. Our brokerage technology and custodial services are helping state and federally registered RIAs across the country to be more successful.
We are committed to providing your firm with the same experience.
"SSG has been committed to the success of my new RIA... When I call in to their office, I get a person with a name who knows me personally... Their growth strategy is perfectly aligned with mine - to build a solid reputation and strong client relationships. I'm small but they make me feel like my business is important."
Lauren Klein, Klein Financial Advisors
"We know everyone at SSG on a first name basis... We are confident that if we need something done, the guys at SSG take a personal interest in making it happen... We had always recommended advisors to them when asked for advice on whom to use as custodian. When it came time for us to change, the decision to move to SSG was easy."
Les Merrithew and Brandon Thorsten, Merrithew & Thorsten, San Diego
"SSG has several gold stars from me - they took less then 24 hours to post the accounts, the accounts are clear,easy to read; the security system is terrific and easy for the user."
Shareholders Service Group has partnered with Advisor Products, and SSG-affiliated advisors can get significant discounts on websites and client portals. We’re excited about this partnership.
Advisor Products was founded by Andy Gluck in 1996. I first met Andy in 1994, when he was working at Worth ...
For the 2016 conference, SSG will offer a tremendous line-up of well-known and highly regarded speakers, covering topics that are timely, educational and practical. SSG wants to be able to take what advisors hear and learn back to their office so they can apply these tools and ideas to help them bet...