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At Shareholders Service Group independent registered investment advisors are our only clients. We provide service and technology that enable RIAs to focus on serving their clients.
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- Brokerage technology designed for the needs of busy and successful independent RIAs.
- Knowledgeable, experienced and proven management team, serving independent registered investment advisors since 1978.
- Exceptional service, provided directly to advisors and their clients without competing with 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
Read Comments from advisors regarding our commitment to service.
SSG in the Press:
Custodian in San Diego faces new challenge: accelerating growth "Peter Mangan creating a company that resembles the old Jack White more every day..." Read the full story from RIAbiz.com
How Schwab's top executive for RIAs ended up with a fledgling competitor Dan Skiles discovers the joy of being an entrepeneur Read the full story from RIAbiz.com
ABC News Online - Can You Avoid a Madoff-Style Rip-Off? "...a smaller, reputable firm unknown to most investors, such as Shareholders Service Group..." Read the full story
Financial Advisor Magazine - In the Land of Giants - by David Drucker "...decided what the advisor industry needed was a service platform that didn’t rest on a retail operation..." Read the full story
Inside Information - The Practicioner Forum - by Bob Veres "... SSG continues to pioneer new services for advisors." Read the full storyRead other News and Releases About SSG
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