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Our Offerings Are Built With Our Clients In Mind

Our integrated approach puts the focus on you. 
 

Personalized Plans Built for You

There’s always risk to investing, but we work to create a plan to help you pursue your goals.

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Preserving Your Future

We develop tailored financial, estate and tax-planning solutions specific to your goals.

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We're Focused on the Whole Story

Our investment services team can help you build an in-depth financial plan based on your complete financial picture.

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Investment Services

We’re here to provide guidance just when you need it most. South State Investment Services utilizes a holistic approach to investment management that combines time-tested investment disciplines with personalized, innovative planning. 
  • Comprehensive Financial Plans
  • Retirement and Income Strategies
  • Asset Allocation and Portfolio Monitoring
  • College Savings Plans

Private Wealth

An integrated approach to managing multi-generational family wealth.
  • Financial and Estate Planning
  • Asset Management
  • Trust Administration
  • Estate Settlement

Investment Services

We’re here to provide guidance just when you need it most. South State Investment Services utilizes a holistic approach to investment management that combines time-tested investment disciplines with personalized, innovative planning. 
  • Comprehensive Financial Plans
  • Retirement and Income Strategies
  • Asset Allocation and Portfolio Monitoring
  • College Savings Plans

Private Wealth

An integrated approach to managing multi-generational family wealth.
  • Financial and Estate Planning
  • Asset Management
  • Trust Administration
  • Estate Settlement

Asset Management


Strategies Built On Your Goals

Our Portfolio Managers provide tailored management based on how involved you would like to be, your future goals and risk tolerance.

Life Insurance


Plan For the Unknown

SouthState Investment Services also offers life insurance, long-term care insurance, and other products to help you plan ahead. 

Corporate & Institutional Services


Retirement Packages

Corporate clients trust us with employee retirement plans, treasury management, corporate asset management portfolios, and more. 

Wealth 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.

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