Investment Products, Retirement Investing

Investment Solutions

Once a SunTrust Investment Services advisor has gotten to know your investment objectives, we’ll develop a plan to help you reach your goals. We generally believe a diversified asset allocation strategy is an appropriate approach to address maximizing your returns while minimizing risk across market cycles.

Investing effectively is a cornerstone of wealth management and to sustaining wealth. When you’re focused on building your net worth, we can in many cases help you build a well-rounded portfolio of investment solutions. We offer a full array of investment choices to meet virtually any financial need and we provide personalized financial advice to help put you on solid ground.

  • Equities: Your SunTrust Investment Services advisor and team of wealth experts can help to identify individual stocks across the spectrum of equity styles, based on your particular needs and preferences.
  • Fixed Income and Bonds: A part of many investment plans, fixed income helps mitigate risk in your portfolio while delivering a steady stream of current income.
  • Mutual Funds: Your advisor can help you select from professionally managed and diversified investment fund portfolios to address a range of investment objectives, approaches and risk profiles.1
  • Annuities: We offer tax-deferred annuities to help with your retirement planning.
  • Equity Hedging: SunTrust offers equity risk management strategies to help you manage portfolio asset allocation.
Disclaimers

1Mutual Fund values fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Diversification does not ensure against loss.

Contact Us

To speak with a Private Wealth Management advisor:

  • 866.495.5416

Securities, Investment and Insurance Products and Services:

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

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