Managed Accounts

Should you decide to outsource your investment management selection process to an outside money manager, SSG offers access to a selection of money managers through separately managed account programs.

These separately managed account programs give you access to institutional money managers with low initial minimums, for individual securities (including ETFs), mutual funds, fixed income instruments, and other investment choices. You have the option of paying standard brokerage transaction fee or fee-based charges, depending upon the program you choose.

As an independent RIA, you have many responsibilities and duties. Should you decide to outsource your investment selection process, using a money manager through a separately managed platform may be a viable option.

SSG has long-standing relationships with MORNINGSTAR and ENVESTNET separate account platforms.

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

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