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SouthState

South State Bank
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South State Advisory

South State Advisory

A sound investment strategy is the key tenet of wealth accumulation and preservation.

Our Approach

Our tenured team has experience in all aspects of investment management. These key attributes help ensure you receive the financial counsel you need for life’s complexities.
  • Client goal-based focus
  • Open investment architecture
  • Modern portfolio design
  • Implementation of industry-leading investment and allocation approaches
  • Wide range of investment solutions
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We combine time-tested investment disciplines with personalized, innovative planning. We build your investment strategy to match the cash flow, risk and time horizon needs of your particular life circumstances and financial objectives. We use both active and passive investment strategies for the various components of your portfolio.

Our solutions are evaluated, selected, and monitored using our objective process, which combines externally-sourced advanced quantitative and qualitative methods along with investment committee insight. We believe that maintaining access to independent, objective, buy-side research is a critical component of sound portfolio management and our firm invests heavily in such research.
Our Strategies

Our Strategies

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Icon for Our Strategies

Core Equity

Our Core Equity strategy predominately invests in US large-cap individual stocks, with selective exposure to smaller-cap and foreign ADR positions. The strategy is focused on investing in companies with enduring themes and quality, particularly free cash flow generation and competitive advantages.


Rising Dividend 

At the core of our Rising Dividend strategy are the time tested results realized from investing in companies that have consistently raised their dividends.  The individual stock strategy generally focuses on large global companies with improving margins, low leverage, low dividend payout ratios, and the ability to consistently accelerate their dividend payments over time.


Global Equity

Our Global Equity strategy takes both a strategic and tactical asset allocation approach to construct a portfolio of pooled vehicles across a wide range of equity style, size and geographic region.  Our Investment Committee of Portfolio Managers performs ongoing analysis and due diligence to ensure the funds we utilize continue to meet our own rigorous criteria.


Fixed Income

Our Fixed Income Strategies are designed to meet the income and capital preservation needs of our clients.  These actively managed portfolios typically consist of investment grade debt with short to intermediate maturities, combined with the ability to focus on taxable and tax-exempt securities.

Learn More About Our Firm

Learn More About Our Firm


  1. South State Advisory is a wholly-owned subsidiary of South State Bank, N.A. Products and services are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by South State Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal. The content of the South State Advisory website is not directed toward or intended for individuals outside of the U.S. Click here for additional regulatory disclosures.

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