The SSG Difference
What has everyone talking?
At Shareholders Service Group, you get get the best overall value. While others race to the bottom of rates, fees and other fine print minutia, our advisors depend and enjoy what we deliver best – trust, transparency and hurdle-free services so they can focus on what they do best . . . serving their clients.
Highest Rated Custodial Platform
2020 T3/Inside Information Advisor Software Survey
Same Day Promise. . . Expectations Exceeded
Service requests in by noon EST. Completed same day.
Management & Employee Owned Since Day 1
Founded in 2002
Every Team Member Serves Advisors
Average Experience is 19+ Years
Current Hold Time. . .
Zero, Zilch, Zippo
On Hold? Hardly. You call, we answer the phone.
No Payment for Order Flow Routing
We avoid the potential for conflict from this hidden revenue source.