Founded in 2002, Shareholders Service Group (SSG) was established to serve the needs of independent Registered Investment Advisors (RIAs) who may not meet the high asset minimums required by larger custodians. The company offers a comprehensive suite of brokerage and custodial services, including advanced technology, a wide range of investment products, and personalized support. SSG's mission is to provide RIAs with the tools and service necessary to help them grow their businesses and effectively serve their clients, without imposing restrictive requirements.

Founded in

United States