Advisor Services Group

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THE CUSTODY SOLUTION FOR REGISTERED INVESTMENT ADVISORS

Through Advisor Services Group (ASG), Sloan Securities Corp. is a partner you can grow with. Acting as service agent, we provide high quality custody and execution services allowing Registered Investment Advisors to focus on the business of running their practice.

At ASG we give independent investment managers the sophisticated resources needed to manage client assets and grow their business.

Our operational support, in partnership with one of the safest and most stable custodians on the street, provides secure custody services for both domestic and international assets. We efficiently clear and settle trades in all major currencies and markets. Billing services allow for seamless fee collection.

From our position as a well established high quality boutique agency execution firm we are able to represent client orders with expertise and efficiency, accessing multiple sources of liquidity for domestic and international equities, options and fixed income instruments. Access to our trading services is customized to advisors needs through voice or electronic means including FIX connectivity to major buy side OMS systems or the deployment of one of our many state of the art trading systems.

In partnership with industry leading technology partners, we offer a sophisticated, full function technology platform designed to provide information to support client acquisition, proposal generation, customer service and decision making needs. Additionally, a custom branded web platform for electronic client access to account information is also available.

With a wide array of investment products advisors and their clients have access to advanced cash management solutions including bill pay, direct deposit and debit card, a diverse mutual fund platform, sophisticated lending solutions, the full spectrum of retirement accounts and an array of alternative investment products.

As advisors create and build their practices our growing list of strategic partners can provide a wide range of services including legal and compliance consulting and management, auditing, technology and marketing assistance.

At ASG we pride ourselves on world class service. Our unique service model allows for direct contact with operational departments and experts allowing for streamlined service request processing.

Let ASG be your trusted partner providing...

For more information and a custom service proposal please contact us at (201)592-9900