An integrated approach to managing multi-generational family wealth.
We're here to provide guidance just when you need it most. SouthState Investment Services utilizes a holistic approach to investment management that combines time-tested investment disciplines with personalized, innovative planning.1
An integrated approach to managing multi-generational family wealth.
We're here to provide guidance just when you need it most. SouthState Investment Services utilizes a holistic approach to investment management that combines time-tested investment disciplines with personalized, innovative planning.1
Customer Spotlight
SouthState helped us plan for the unexpected, giving our family confidence and peace of mind for the future.
Jackie Smith, Columbia, SC
Your Bank (”SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (”LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*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. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState 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.
Personalized strategies and services designed around your financial goals.
Personalized investment guidance that brings your full financial picture into focus.
A dedicated team and tailored banking solutions for your distinct financial needs.
Financial solutions to support your organization's goals and employee retirement needs.
SouthState offers tailored wealth solutions that connects your goals with the right expertise, strategy, and support.
Private Banking brings together dedicated service, strategic guidance and flexible solutions tailored to your unique financial needs.
From retirement plans, to institutional asset management, SouthState delivers tailored financial solutions to help organizations move forward with confidence.
