Institutional Asset Management
Access To Financial Experts, Whatever The Need
Broad investment capabilities designed to meet our clients’ diverse investment needs and objectives
Personal, local delivery.
SouthState Wealth has broad investment capabilities designed to meet our clients’ diverse investment needs and objectives. For some, that may be access to one of our registered investment advisors (RIAs), SouthState Advisory or Minis & Company.
Whatever your needs, we have developed a team structure that allows our experienced professionals to provide customized investment advice to all of our clients.
SouthState Advisory
SouthState Advisory is a registered investment advisor comprised of a skilled and highly credentialed team of investment professionals. We serve our clients in a fiduciary capacity, and our approach to managing investments puts our clients’ goals first. Coupled with a highly personalized client service delivery model, our process gives clients the ability to move forward confidently in an increasingly complex investment world.
Minis & Company
Minis & Company is a registered investment advisory firm that manages investments for clients nationwide. Based in Savannah, GA, Minis & Company is a wholly owned subsidiary of SouthState Bank. Minis & Company serves their clients by tailoring investment portfolios to meet their specific financial needs. Their focus and commitment has allowed them to successfully retain and consistently grow their client base and assets under management. Client services include:
- Individuals and Families
- Institutions
- Foundations and Endowments
- SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
