Practice Management

Running a growing RIA practice requires more than just client management and investment and financial planning. It also requires a focus on the operational aspects: managing staff, complying with regulations, marketing, and managing your P&L.

To help you successfully grow, SSG’s Advisor’s Advantage program gives you access to industry-leading providers at preferred pricing.

  • Business services advisors need to run their practices, with access to many vendors at discounted rates
  • Compliance services
  • Software and technology
  • E&O insurance
  • Research
  • Marketing and communications

SSG is a Great Partner

Teamwork is critical to delivering the best decisions and most valuable client service. It is great to have a partner like SSG helping my firm with achieving these objectives.

Sheryl Rowling

Ready for Excellent Support with Personalized Attention from Your Custodian?

Contact Us Today