Investment Vehicles

At SSG, you’ll have access to the widest variety of investment choices so you can develop a diversified and flexible investment strategy for your clients, including:

  • Listed and OTC equities and ADRs
  • ETFs and Closed-End Funds
  • Over 15,000 mutual funds (contact us for a complete list)
  • Over 6500 No Transaction Fee mutual funds
  • No-load mutual funds
  • Load-waived mutual funds invested at NAV (front-end, back-end and dual-load shares also)
  • Fixed income, including bonds and CDs
  • Options
  • Unit Investment Trusts (UITs)
  • Precious Metals
  • Service on many variable annuities and insurance products (Not in all states. Contact us for details.)
  • Separately Managed Account services

Our goal is to provide the investments that you and your clients need–at the lowest possible cost. Whenever possible, we eliminate loads, commissions and mark-ups, so you can create the most efficient investment plan for your clients.

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?

Contact Us Today