New strategic partnership enables advisors to compete with automated investment solutions. Advisor Partners, a turnkey asset management program, today announced an agreement with Shareholders Service Group (SSG), a brokerage and custodial firm for independent registered investment advisors, to provide advisors working with SSG a comprehensive, institutional-caliber global asset allocation product lineup to cater to the full spectrum of risk tolerances. “In today’s investment environment, advisors are always looking for ways to efficiently serve the needs of all types of clients,” said Daniel S. Kern, CFA, president and chief investment officer of Advisor Partners. “This solution will enable them to do just that, and will position them to effectively compete with the increasing number of automated services available to investors.”
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About the Author: SSG Institutional
SSG provides high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for customer service.