Custodian - Shareholders Service Group (SSG)
FiscalWise utilizes the services of Shareholders Service Group (SSG) as the custodian of our Clients’ accounts for which we have management authority. FiscalWise prefers to work with Client portfolios to improve cost effectiveness and to minimize taxes. We believe that SSG provides the highest levels of security and service. Our Clients establish SSG accounts in their own name (with our assistance) and allow us authorization to carry out transactions and service requests. At no time do we take total control of any Client assets. Our Client always maintains asset control.
A secure internet portal is provided for account access and account aggregation for Clients that want to monitor their investments more frequently then the monthly statements provided.