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CLIENT ASSETS
Broadhurst Financial Advisors carefully selected Shareholders
Service Group as custodian for our clients’ assets. SSG was
selected because of:
• Competitive Pricing
• Timely Trading
• Security and Confidentiality
• Accurate Portfolio Reporting
• Technology Integration
Clients are encouraged, but not required, to use our Custodian because
it allows for seamless portfolio performance reporting. |
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| SHAREHOLDERS
SERVICE GROUP
At Shareholders Service Group, you'll have access the widest variety
of investment choices to develop a properly diversified and flexible
investment strategy. Investment choices include:
1. DFA Passive Funds
2. ETFs, Index Funds and Closed-End Funds
3. 11,000+ mutual funds
4. All stocks, bonds and CDs
5. Options
6. Precious Metals
SSG’s trading platform makes it possible to create the most
efficient investment plan for our clients. Consolidating accounts
is an important way to gain control of your financial picture.
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