Shareholders Service Group (SSG) specializes in meeting the unique investment and technology needs of independent investment advisors and their clients. Formed in 2002, SSG offers brokerage services with extensive account insurance, a wide variety of investment options, competitive technology and an experienced team committed to providing excellent personal service. Shareholders Service Group (SSG) was co-founded by Peter Mangan and Bob Reed, two highly experienced financial services executives, over 70 years of combined industry experience.

SSG provides high-quality, dedicated services for independent registered investment advisors. SSG works exclusively with independent RIAs across the nation serving affluent clients. The SSG management team has a proven track record of building and managing brokerage and custodial platforms renowned for customer service. All of the SSG employees share the firm’s vision and principles:

 • Providing responsive service
 • Offering excellent value
 • Being a trusted partner to independent advisors
 • Helping advisors to exceed their clients’ expectations

SSG has developed a personal and flexible service model for advisors that custody their client assets with SSG. SSG’s brokerage technology and custodial services are helping independent RIAs across the country to be more efficient, more productive and more successful.

Phone: 800.380.7370



9845 Erma Road

Suite 312

San Diego, CA 92131