Shareholders Service Group

Custodians: Emerging – Less than $25B (Technology)

Shareholders Service Group (SSG),, provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company was founded in2002, and currently serves approximately 1,500 advisory firms throughout the country. The management team began serving independent RIAs in the late 1980s.


SSG/Jemstep Advisor Pro Initiative

Jemstep, Inc., Invesco’s digital advice platform, has partnered with Shareholders Service Group (SSG), a brokerage and custodial services firm that works exclusively with independent registered investment advisors. The Jemstep Advisor Pro is now available to more than fifteen hundred independent RIA client firms who do business with SSG. Jemstep Advisor Pro combines market-

leading client engagement, onboarding and servicing technology and industry-leading investment management capabilities to deliver a comprehensive digital advice solution for advisory firms and clients. Working with SSG, Advisor Pro offers a paperless account opening and funding experience and every account is a “regular” SSG account. Specifically, Advisors benefit by having complete flexibility in how they service and manage the account because it just like every other account that they have with SSG. This combination creates a powerful way for advisory firms to engage and efficiently serve their clients with a convenient, user-friendly online experience that can be configured to reflect each firm’s unique value proposition, while still receiving world class service and support. Firms can utilize their own portfolio models on the Advisor Pro platform or leverage the expertise of Invesco’s investment solutions.

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