Are you interested in starting to invest, but don’t know where to start? Through South State Investment Services’ Guided Wealth Portfolios, you can invest independently, and still have access to the benefits of a personal, dedicated financial advisor.
Guided Wealth Portfolios provide you with personalized, objective investment advice, through an online platform with 24-7 access to your accounts.
Here’s what’s offered:
- Personalized planning, service, + advice. Life happens. As your financial goals change based on your specific stage in life, an advisor will be there to offer assistance on how to approach whatever life throws at you.
- Intuitive, intelligent technology. Fast + easy– view all your accounts in one place, open new accounts, + make updates via your personal portal.
- Advanced wealth management at a lower cost. Receive allocations designed for you and your savings goals. Benefit from trading techniques that may increase diversification and can possibly help reduce taxes.
- Consistent monitoring. Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.
Are you ready for a new investment strategy? Find your guided wealth portfolio advisor here.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The investment products sold through LPL Financial are not insured South State Bank deposits and are not FDIC insured. These products are not obligations of South State Bank and are not endorsed, recommended or guaranteed by South State Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. South State Bank and South State Investment Services are not affiliated with LPL Financial.