Holiday Hours

In observance of Veterans Day, SouthState locations will be closed on Wednesday, November 11. SouthState Customer Care will be open 8 a.m. - 5 p.m. ET. Transactions initiated or scheduled on a holiday are processed the next business day.

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Corporate & Institutional Services

A Trusted Financial Counsel for Institutions

Streamlining the complex financial needs of your business.

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Access to Financial Experts, Whatever the Need.

Access to Financial Experts, Whatever the Need.

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Corporate Retirement Planning Services

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Stories and Insights


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    To learn more about our firm, download the SouthState Private Capital Management LLC Form CRS.

    SouthState Private Capital Management LLC (”SSPCM”) is a wholly owned subsidiary of SouthState Bank, N.A., doing business as SouthState (”SouthState”). SSPCM does business under (”DBAs”) the names SouthState Private Wealth and SouthState Retirement Plan Services. Although SouthState and SSPCM are under common ownership and may use the same or similar SouthState Private Wealth name, they are separate legal entities that provide different products and services under different regulatory frameworks. No client or prospective client should assume that any discussion on this website serves as the receipt of, or a substitute for, personalized advice from SSPCM, or from any other investment professional. SSPCM does not provide legal, accounting, or tax advice. The content of this website is not directed toward or intended for individuals outside of the U.S. Investment Products are Not FDIC Insured - May Lose Value - Not Bank Guaranteed - Not Insured by a Federal Government Agency.

    Privacy Policy - Important Disclosures

    While you stay focused on your bottom line, we’ll help your employees plan for a sound financial future.

    SouthState offers a wide variety of retirement plans for employers of all sizes. Our knowledgeable consultants can help you determine the right plan and features to meet both your corporate objectives and your employees’ retirement savings goals.

    401(k) for Private Employers

    403(b) for Non-Profit Entities

    457 Plans for Government Entities 

    ESOPS/KSOPS

    SEP/SIMPLE IRAs

    Defined Benefit Plans including Cash Balance

    Fee Analysis and Benchmarking

    At SouthState, we're pleased to serve a broad range of corporate and institutional clients who rely on us as an objective resource. Our experts help with financial matters such as employee retirement plans, treasury management, asset custodial needs or corporate asset management portfolios.
    Our Portfolio Management team provides investment management services to a wide range of institutional clients, including foundations, endowments and pension plans. Utilizing a repeatable and systematic approach, we aim to construct tailored investment portfolios and manage risk to fulfill an organization’s mission.

    Stories and Insights

    Thumbnail for SouthState Welcomes Team Members to Corporate Stewardship, Commercial & Wealth Areas
    11/30/2023

    SouthState Welcomes Team Members to Corporate Stewardship, Commercial & Wealth Areas

    By SouthState

    Thumbnail for SouthState Issues 2025 Corporate Stewardship Report
    4/9/2025

    SouthState Issues 2025 Corporate Stewardship Report

    By SouthState

    Thumbnail for South State Appoints First Director of Corporate Stewardship
    10/28/2020

    South State Appoints First Director of Corporate Stewardship

    By SouthState

    11/4/2026

    Beyond the AI Boom: A Market in Transition

    By Joseph Keating

    Thumbnail for Opportunity Beneath the Headlines
    10/6/2026

    Opportunity Beneath the Headlines

    By Joseph Keating

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