Starting an RIA

In today’s challenging environment, investors may be looking for a different model for financial advice. Independent registered investment advisors may provide a different approach from the commissioned-broker model by being independent, fee-based and free from the conflicts of Wall Street and the captive representative firms.

If you are looking to start your own RIA, then partner with a custodian whose sole focus is on serving independent RIAs.

Working with SSG, you have control over the products and solutions you use with your clients. You’ll have access to an advanced technology platform for trading, billing and client reporting and other key aspects of your business. Get full support for your daily operations through our experienced service teams and get up and running quickly with our Business Transition Services.

By receiving 100% of the revenue you generate and having control over your expenses, you maximize your earning opportunities. Add in the benefit from building equity in your business, and you have created a valuable asset that you can monetize as you approach retirement.

Add it all up, and you owe it to yourself, your staff and your clients to explore how becoming an RIA working with SSG can be the next best step.

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

Ready for Excellent Support with Personalized Attention from Your Custodian?

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