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.