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Investment Services

Investing today is a challenge. We can help.

We understand that wealth is an integral part of your personal journey to help you and your loved ones pursue your goals and dreams. Just like your goals, your plan should change over time and reflect the priorities most important to you at every stage.

Whether you’re thinking about the best time to retire, planning on funding your child or grandchild’s education, or looking for strategic guidance on diversifying your portfolio, we’re here to help.

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.

Wherever you are along your journey, we’re here to provide guidance – just when you need it most.

Ready to get started? Call us at (800) 382-0564, schedule a consultation here or find an Investment Consultant to start the conversation today.

We offer access to these products and services**
  • Stocks
  • Bonds
  • Government Agency Issues
  • Mutual Funds
  • Fixed and Variable Annuities
  • 401(k) Rollovers and Self-directed IRAs
  • Market-Link CDs
  • Comprehensive Financial Plans
  • Asset Allocation and Portfolio Monitoring
  • Retirement and Income Strategies
  • College Savings Plans
  • Tax-Efficient Investing
  • Advisory Services