The strategic needs of institutions are varied and complex, which makes trusted financial counsel imperative.
At South State, we are pleased to serve a broad range of corporate and institutional clients who rely on us as an objective resource—experts to help with financial matters such as employee retirement plans, treasury management, asset custodial needs or corporate asset management portfolios.
All businesses grow in their own way. You need a financial partner who’s ready to help you make the most of what you already have – and help you prepare for what’s ahead. From cash flow to information management to risk management solutions, our Treasury Management Client Support team is dedicated to working with you to determine the best solutions to fit your business’ needs.
To remain competitive, you need to provide your employees with a retirement plan that meets their needs, but is also well suited to your company’s overall objectives. Through South State Retirement Plan Services1, we provide comprehensive service and support for tax-qualified retirement plans. We serve as your partner rather than just another service provider, offering a boutique of solutions, customized for your needs. As a client, you’ll have access to expert professionals who can advise you on everything from investments to compliance. And because we focus on the Southeast, our service isn’t just personal – it’s local.
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.
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. Offered by South State Retirement Plan Services, a D/B/A of South State Advisory, Inc.