Asset Allocation & Portfolio Monitoring

Asset Allocation & Portfolio Monitoring

Tailored Portfolios Managed with Local Guidance

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Essential to Your Financial Future

Choosing the right resources to manage your wealth is essential to your financial future. Working together, we can construct a highly individualized investment program using money managers to help pursue your goals. This can include:
  • Professional supervision
  • Disciplined investment approach
  • Tax-efficient strategies
  • Flexible parameters defined by your needs
  • Thorough and objective research
  • Responsiveness to shifting market conditions

Advisory Services

For a more sophisticated investment strategy, we can offer advisory services to help pursue your goals.

Defining Your Investment Goals

Together, you and your financial consultant will create a profile to determine your investment objectives. Some of the important factors will include how much money you have to invest, your time frame and what other investments you currently have in your portfolio.

A Portfolio Customized For You

Based on your individual circumstances and goals, we’ll determine which investments and strategies we should use to build your portfolio.

Selecting Individual Managers

Your Financial Consultant will research the variety of money managers available and select those who employ the investments and strategies that fit with your objectives. Depending on your circumstances, you may choose multiple managers to provide the right amount of diversification and assist in managing the volatility of your returns, while addressing your financial goals.

Managing and Monitoring Your Portfolio

Once your account is established and your assets are invested, the longer-term task of monitoring and maintaining your portfolio begins. We’ll review your portfolio on an ongoing basis to ensure our strategy continues to align with your goals and objectives. If your portfolio needs change, we’ll re-evaluate together and discuss alternatives.
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Let's Start a Conversation

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Let's Start a Conversation

(800) 382-0564
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Wealth Insights

  • Broker

    Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
    Please visit for more detailed information.

    *Please consult your tax-advisor for tax related issues.
    **Products and services offered through LPL Financial.

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:

    The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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