Investsouth Financial Services, INC.

InvestSouth Financial Services provides financial planning and investment management. They work with clients to determine their risk tolerance, investment experience, and financial circumstances to identify their goals. InvestSouth manages client assets on a non-discretionary basis, obtaining permission prior to each transaction, but also manages some client assets on a discretionary basis. They provide asset allocation, investment selection, portfolio design advice, financial plan implementation, and ongoing investment monitoring.