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Investment Services

Investing today is a challenge. We can help.

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. 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.

Using a thorough discovery process and review of your current financial plan, we can help you develop a comprehensive strategy that is customized specifically for your needs and flexible enough to change over time. Our local, experienced team of Financial Consultants can provide you with:

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    Government Agency Issues
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    Fixed and Variable Annuities
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    Market-Link CDs
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    401(k) Rollovers and Self-directed IRAs
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    Comprehensive Financial Plans
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    Asset Allocation and Portfolio Monitoring
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    Retirement and Income Strategies
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    College Savings Plans
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    Tax-Efficient Investing
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    Advisory Services
  • Let's Start the Conversation

    Schedule a consultation today.
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