Client account access

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Black Diamond Wealth Platform is the premier provider for portfolio performance reporting. Use either the desktop or mobile version to see the basic status and performance of your accounts. (Apple/Android)

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NetXInvestor is the main portal for your account with Shareholders Service Group. This is where you will find your monthly statements and yearly tax forms. The mobile version can be used to deposit checks into your account. (Apple/Android)

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Shareholders Service Group (SSG) is the brokerage firm where your account is held.  

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© 2020 A. Duncan Investment Advisory, LLC. 

This website is operated and maintained by A. Duncan Investment Advisory, LLC, a Colorado Registered Investment Advisor

Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and all charges and expenses. Brokerage services provided to clients of A. Duncan Investment Advisory by Shareholders Service Group, an SEC registered broker-dealer and member FINRA/SIPC.

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