IT support built for registered investment advisers.
STG manages Microsoft 365, devices, cybersecurity, access, retention, vendors, and day-to-day support for advisory firms that need their technology controls to work and their documentation to hold up.
Competent IT is not enough. Your firm needs evidence.
The amended Regulation S-P requires covered firms to maintain an incident response program, oversee service providers, notify affected individuals in qualifying incidents, and keep records documenting compliance. Those obligations run directly through the systems your IT provider manages.
Your vendors must be able to produce evidence
Due diligence and monitoring are not paperwork exercises. Your MSP should complete questionnaires, document controls, and support its answers with current evidence.
Access and records need an audit trail
Employee changes, custodian portals, CRM systems, shared files, and archived email require repeatable permissions, retention, and offboarding processes.
Incidents start a clock
When client information may have been accessed, scope determination becomes urgent. Logging, monitoring, containment, and tested response procedures replace guesswork with facts.
Fully managed IT, with documentation your compliance program can use.
We support the team and maintain the controls behind it, so operations, compliance, and leadership have one accountable technology partner.
Helpdesk and executive support
Responsive remote and onsite support for advisors, operations, executives, and remote employees across Greater Los Angeles.
Identity, access, and employee lifecycle
MFA, least-privilege permissions, access reviews, and documented joiner-mover-leaver workflows for employees and vendors.
Microsoft 365 and communications
Administration, email security, secure collaboration, licensing, archiving coordination, and clear account ownership.
Devices and endpoint standards
Encryption, patching, endpoint protection, monitoring, remote support, and recoverable company data across the fleet.
Cybersecurity and incident readiness
Email protection, endpoint detection, logging, alerting, security awareness, containment planning, and technical scope support.
Backup, vendor oversight, and planning
Tested recovery, vendor coordination, questionnaire support, IT policy alignment, continuity planning, budgeting, and vCIO guidance.
Document the environment before the next request arrives.
We start with the systems, access, evidence, and recurring friction. Then we stabilize priority gaps and build a managed operating model around the way your firm and compliance resources actually work.
Map the environment
Review Microsoft 365, devices, line-of-business applications, custodian and CRM access, backups, email security, vendors, employee lifecycle, policies, and current documentation.
Fix the priority gaps
Address high-risk and high-friction items first, align written procedures with the live environment, and define ownership for each control.
Own the ongoing work
Support users, manage systems and vendors, maintain documentation, review risk, and keep the technology plan aligned to the compliance calendar.
Close enough to show up. Structured enough to take ownership.
STG Infotech is based in West Hollywood and provides remote and onsite support throughout Greater Los Angeles. We are a staff-owned company, not a national call center or a loose collection of contractors. We currently support an SEC-registered investment adviser and understand the documentation, retention, and vendor scrutiny that come with the environment.
Real people from the team that supports your business.
What registered investment advisers usually ask us.
The first conversation is designed to determine fit, not force a sales process.
Can STG work with our CCO or compliance consultant?
Yes. We manage technical controls and documentation, coordinate with compliance resources, and help translate policy requirements into operating procedures. STG does not provide legal or compliance advice or certify the firm as compliant.
Can you manage Microsoft 365, email security, and employee access?
Yes. We manage administration, licensing, email protection, secure collaboration, MFA, permissions, onboarding, offboarding, and the integrations connected to the environment.
Can you help with due-diligence and cyber-insurance questionnaires?
Yes. We provide accurate technical answers, supporting documentation, and a clear plan for closing gaps. The compliance or insurance interpretation remains with your designated professional.
Do you support remote employees and provide onsite support in Los Angeles?
Yes. STG is based in West Hollywood and provides remote support wherever employees work, plus onsite IT support throughout Greater Los Angeles.
Bring the questionnaire your current IT provider cannot answer.
Or bring your WISP, access problem, retention question, or recurring support issue. We will tell you what we would address first and whether STG is the right fit.
The first call is not a compliance audit. It is a practical review of the environment, the evidence you can produce, and the issue creating the most risk or friction.