Endowment investment advisory, foundation investment advisory, Investment Advisory

Foundations & Endowments Investment Advisory

Our foundation and endowment investment advisory solutions are driven by your performance objectives, risk tolerances and operational needs. We employ an open architecture approach, without any bias toward particular products or providers. Our experienced investment professionals partner closely with you at every stage, from initial consultation to ongoing portfolio oversight, to help you achieve your goals.

To speak with a SunTrust representative contact Jack Nichols at 202.879.6319.

We work closely with you every step of the way

We draw on our expertise in nonprofit investing to provide you with:

  • In-depth needs assessment
  • Development of new investment policies and review processes
  • Review and refinement of existing investment policies
  • Customized asset allocation strategies
  • Thoughtful and deliberate manager selection
  • Conscientious and rigorous due diligence
  • Timely adjustments and proactive communication

We take the long view, and your view

We provide sound, unbiased investment management advice that takes a long-term view of your investment goals and always puts your interests first. We diligently focus on providing portfolio recommendations that are tailored to your unique requirements and risk parameters and that deliver ongoing, consistent performance compared to appropriate benchmarks. We are deeply committed to ensuring your mission and objectives are well served.

Your investment objectives always come first

Our advisory process includes:

  • An open, objective approach that excludes any bias towards particular solutions or providers
  • Recommendations tailored to your unique situation and goals
  • High-level attention and close collaboration at every stage
  • Selection of the best managers for your strategy
  • Constant vigilance over market trends and regulatory issues
  • Active commitment to timely adjustments and communications

An ongoing commitment to serve you

We offer a complete array of investment support services to assist you with administration of your assets, and to help you evaluate your portfolio’s performance against appropriate benchmarks.

  • Custody and master custody services
  • Specialized reporting services beyond standard reports
  • Regular performance and relationship reviews
  • Convenient online access to a broad array of detailed information
Disclaimers

Banking and trust products and services are provided by SunTrust Bank. SunTrust Bank may use or offer the services of affiliate companies as well as third party entities to achieve your banking and investment objectives. Where applicable, any affiliations and all pertinent provider information will be disclosed in accompanying agreements and prospectuses. SunTrust Bank, SunTrust Foundations and Endowments Specialty Practice and their affiliates, directors, officers, employees and agents (collectively, "SunTrust") are not permitted to give legal or tax advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction or investment plan.

These materials are educational in nature. The implications and risks of a transaction may be different from client to client based upon each client’s unique financial circumstances and risk tolerances. The perspective presented herein was prepared for institutional clients and prospective institutional clients of SunTrust. This material may not be suitable for others and should not be redistributed. Neither SunTrust nor any affiliates make any representation or warranties as to the accuracy or merit of this perspective for individual use. Comments and general market projections are based on information available at the time of writing and believed to be accurate; are for informational purposes only, are not intended as individual or specific advice, may not represent the opinions of the entire firm and may not be relied upon for future investing. The information provided in this report should not be considered a recommendation to purchase or sell any particular security. Investors are advised to consult with their investment professional about their specific financial needs and goals before making any investment decisions. Past returns are not indicative of future results.

© 2015 SunTrust Foundations and Endowments Specialty Practice are federally registered service marks of SunTrust Banks, Inc.

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

© 2015 SunTrust Banks, Inc.

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Services provided by the following affiliates of SunTrust Banks, Inc.: Banking and trust products, including investment advisory products and services, are provided by SunTrust Bank, member FDIC; securities, insurance (including annuities), and other investment products and services are provided by SunTrust Investment Services, Inc.; investment advisory products and services are offered by SunTrust Investment Services, Inc.; mortgage products and services are provided by SunTrust Mortgage, Inc.

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"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products, and other investment services.

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SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.