RIA IT services and cybersecurity in Los Angeles
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.
Real people answer the call.Chloe and TJ supervise.
Los Angeles-based since 2009
100% staff-owned
Remote and onsite support
Audit-Ready Evidence
Controls connected to proof your firm can produce.
Continuously maintained
Identity & access
MFA plus quarterly access review
Current
Email & records
Retention policy plus restore test
Verified
Incident response
Plan plus tabletop exercise record
Ready
Vendor oversight
Inventory plus review log
Documented
Client trust
The work is personal. The systems behind it must be controlled.
Client service, access, communications, vendors, and records all run through the same environment.
Why RIA technology is different
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.
01
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.
02
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.
03
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.
What STG manages
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.
One accountable technology partner.
Support, security, access, evidence, vendors, and planning managed as one environment.
How the relationship starts
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.
01
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.
02
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.
03
Own the ongoing work
Support users, manage systems and vendors, maintain documentation, review risk, and keep the technology plan aligned to the compliance calendar.
Los Angeles-based. Onsite when it matters.
Remote support handles most issues quickly. When the situation needs someone in the room, our team is already local.
A local, accountable team
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.
2009
Founded in Los Angeles
100%
Staff-owned
80+
Businesses supported
Real people from the team that supports your business.
Common questions
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.
Stan Kats, Founder and Chief Technologist
8149 Santa Monica Blvd #502, West Hollywood, CA 90046
Regulatory references current as of August 2026. STG Infotech provides technology services, not legal or compliance advice.