Asset Management

Institutional Asset Management. Personal, local delivery.

South State Wealth has broad investment capabilities designed to meet our clients’ diverse investment needs and objectives. For some, that may be access to our South State Asset Management division; for others, it may include engagement with South State Wealth’s registered investment advisor (RIA), Minis & Company, or a combination of both.

Whatever your needs, we have developed a team structure that allows our experienced professionals to provide customized service to all of our clients.

Asset Management

The South State Asset Management division is 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.

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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 South State 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.

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