INVESTMENT STRATEGIES

Investing Today is a Challenge. We Can Help.

We're here to provide guidance just when you need it most.

Building Wealth is an Integral Part of Your Personal Journey

Building Wealth is an Integral Part of Your Personal Journey

We understand that building wealth is an integral part of your personal journey to help you and your loved ones pursue your goals and dreams. Just like your goals, your plan should change over time and reflect the priorities most important to you at every stage. Whether you’re thinking about the best time to retire, planning on funding your child or grandchild’s education, or looking for strategic guidance on diversifying your portfolio, we’re here to help.

Let's Prioritize Your Future

We'll listen carefully and help you plan for your most important financial goals.

Invest In Your Child's Future

A college education is one of the best investments you can make for your child’s future. But the high cost of college may alarm you — especially if you’ve waited too long to begin saving.  

Digital Investing With Advisor Access

While other digital investing solutions, or robo advisors, offer online investment management, many don’t include a direct personal relationship with a financial advisor, unless you’re willing to invest substantial amounts. With GWP, no matter how large or small your investment amount, you get a personal advisor, dedicated to you and your goals.

All you need to get started is $5,0001 to invest. Whatever your investment goals, we can help you. 

Let's Prioritize Your Future

We'll listen carefully and help you plan for your most important financial goals.

Invest In Your Child's Future

A college education is one of the best investments you can make for your child’s future. But the high cost of college may alarm you — especially if you’ve waited too long to begin saving.  

Digital Investing With Advisor Access

While other digital investing solutions, or robo advisors, offer online investment management, many don’t include a direct personal relationship with a financial advisor, unless you’re willing to invest substantial amounts. With GWP, no matter how large or small your investment amount, you get a personal advisor, dedicated to you and your goals.

All you need to get started is $5,0001 to invest. Whatever your investment goals, we can help you. 

A Holistic Approach

SouthState Investment Services utilizes a holistic approach to investment management that combines time-tested investment discipline with personalized, innovative planning. Utilizing top industry research, we help you tailor a financial plan that reflects your most important goals while incorporating any tax, income, volatility or capital appreciation concerns. We’ll also take time to review your insurance and long term care needs to help make sure your family is adequately protected.
Wherever you are along your journey, we’re here to provide objective guidance- just when you need it most.
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Comprehensive Financial Guidance

At SouthState Investment Services we are focused on providing you with comprehensive financial guidance for all of your investment and financial planning needs. With our experience and in-depth knowledge of the financial markets, we can provide you with a strategic blueprint for how to pursue your goals.

Goal-Based Planning


Let's Prioritize Your Future

We'll listen carefully and help you plan for your most important financial goals.

Guided Wealth Portfolios


Digital Investing with Advisor Access

Our platform provides the perfect balance of investment independence coupled with access to a trusted Investment Advisor.

529 Plans


Invest In Your Child's Future

Planning ahead for your child's future educational expenses is one of the smartest investments you can make.
Let's Start a Conversation

Let's Start a Conversation


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Let's Start a Conversation

(800) 382-0564
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Stories and Insights


  • Broker
    *Please consult your tax-advisor for tax related issues.
    **Products and services offered through LPL Financial.

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. South State Bank, N.A. and South State Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using South State Investment Services and may also be employees of South State Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South State Bank, N.A. or South State Investment Services. Securities and insurance offered through LPL or its affiliates are:

    Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

    The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

  1. An annual small account fee is applied to accounts with less than $10,000 invested.

    Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
    All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
    References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

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