Business Transition Services

When you’re ready to make the move to SSG, let our Business Transition Services do the heavy lifting for you.

Working with hundreds of independent RIAs has given our team the expertise, infrastructure and technology to get you up and running quickly with SSG.

Access our Business Transition Services and we provide:

  • Signature-ready client documents delivered to you or your clients
  • Analysis of your current holdings, account registrations and account features
  • Transition project management with on-going transfer tracking
  • Training on SSG systems, forms and services

A NAPFA Member New to SSG

I have been doing business with SSG since 2013 and they have exceeded my expectations year after year. They truly understand how to deliver excellent personal service and attention.

Jennifer Lazarus

Ready for Excellent Support with Personalized Attention from Your Custodian?

Contact Us Today