Portfolio Managers or Advisors
We Can Help You Roll Existing Discretionary or SMA Account Assets into a New Pooled Fund
SGGG has vast experience helping Portfolio Managers or discretionary Investment Advisors start pooled funds. Whether to simplify execution of your trading strategy, reduce costs for your investors, or allow servicing of a broader range of account types or asset levels, SGGG has unique solutions to help you meet your goals.
1
Independent Portfolio Managers
with separately managed accounts held with a correspondent broker.
2
Investment Advisors
who are exploring starting their own firm for their brand and moving their book away from the traditional broker wealth management channels.
3
Investment Advisors
who are content with their brokerage firm relationship but still want to capitalize on the benefits offered by a pooled fund structure.
Our Services
Fund Valuations
Our team of experienced fund accountants provide accurate on-time valuations for the funds we administer. Using automation and technology we eliminate error-prone and repetitive functions, giving our people time to focus on review and analysis of the NAVs we produce.
Learn MoreUnitholder Recordkeeping
Our URK department keeps accurate investor information, records transactions, processes payments on time, and responds to client queries professionally and promptly.
Learn MoreTechnology
For more than ten years we have used our own proprietary fund administration system. Keeping control of our own technology in a single integrated system means we can respond and adapt to our clients’ needs more quickly than competitors who lease several third-party programs to perform their work.
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