Shareholders Service Group


Discount: Minimum: $35 Cap: $75 Price per bond: $1. You just need to tell them that you're an ACP member and they'll code you correctly to get the pricing.

SSG was created to provide high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for their customer service. We have developed a personal and flexible service model for advisors that custody their client assets with us. Our brokerage technology and custodial services are helping independent RIAs across the country to be more efficient, more productive and more successful.

Shareholders Service Group provides full service asset custody and securities brokerage with discount pricing and brokerage technology designed for the needs of busy and successful independent RIAs.  

Custodian (with access to DFA)