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Strategic Alliances

American Endowment Foundation
American Endowment Foundation

Established in 1993, American Endowment Foundation is a leading, national, independent sponsor of Donor Advised Funds.  AEF is recognized by Charity Navigator one of the “10 Charities with the Most Consecutive 4-Star Ratings (Excluding Universities)” and The Chronicle of Philanthropy included AEF in their annual Philanthropy 400 List.

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MacroRisk Analytics is a division of the Center for Computationally Advanced Statistical Techniques (c4cast.com, Inc.). c4cast was founded in 1998 and incorporated the next year. Since then, our founders have been developing, testing, patenting, and implementing a range of diverse products and technologies.

 

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TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients.  

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Since our beginnings in 1999, Envestnet has grown into one of the largest providers of wealth management solutions to independent financial advisors today.

 

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 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.