Resources

At SSG, we provide a wide variety of resources to help you in all facets of your business.

Whether you are just starting out, learning about being an independent registered investment advisor, or if you are an established RIA firm looking for a new custodian, tap into SSG and see how we can help you take your business to the next level.

We offer a comprehensive array of business and practice management resources, tools, solutions and partnerships to help you efficiently manage your business and put your firm on the path to profitable growth.

RIA that Opened a New Firm

I am very pleased that I found SSG when I was selecting a custodian. Even when my practice was newly established and I was just beginning to build my AUM, the staff at SSG gave me very personalized service and attention. As my practice has grown and the custody services have become more complex, I’ve found that the superb service is matched by the depth of expertise. The hallmark of the service that SSG provides is that SSG actually cares about helping us as advisors succeed in providing great service to our clients.

Susan Moore

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