Client Service

When you work with SSG, you gain access to a team of operational and client service professionals who only work with independent RIAs. Our teams know the ins and outs of what it takes to provide world-class, customized service to RIAs so that you can stay focused on the growth of your firm.

Our dedicated service teams pride themselves on delivering responsive, excellent service and are known for going the extra mile to ensure your needs are met.

Going the Extra Mile

Whether you are an established advisory firm or are just getting started, our Business Transition Service will prepare signature-ready client documents for you, so that you can keep track of account transfers from beginning to end using our online systems, making the transition to SSG a smooth and easy process.

RIA Who Transitioned from a Broker/Dealer

The team at Shareholders Service Group provides exceptional service. They have become partners in our success, helping work with clients in a timely and responsive way. The words “can’t” and “won’t” simply do not exist in their vocabulary. In my twenty-plus years in the financial business, I have never experienced this level of support.

Troy Daum

Ready for Excellent Support with Personalized Attention from Your Custodian?

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