You’ve worked hard to create the life you desire. Now you want to protect that lifestyle and also leave an enduring legacy for your family and the community after your passing.
Our portfolio strategies are grounded in sound risk management, recognizing that preserving the purchasing power of your assets is of primary importance.
South State Bank has in place limited soft dollar relationships with third parties to obtain investment research. Soft dollar relationships are generally arrangements whereby credits are generated by account securities transactions to pay for investment research or other products and services benefiting discretionary accounts. If you would like additional information on soft dollar arrangements or the research that is obtained, please contact your account investment officer.
