investment management, investment advisory and management

Investment Management

Institutional investors need sophisticated advice and sound investment vehicles. At SunTrust we make it our mission to provide the best of both. Our investment management team has worked with hundreds of businesses and nonprofits. We not only bring a wealth of knowledge and experience to the table, but a true commitment to meeting every client’s investment goals.

We offer a broad range of managed investments: equity, alternative, fixed income and liquidity strategies as well as sophisticated analytics and research. As a SunTrust client, you’ll receive superior investment advisory and management services and solutions.

Investment Advisory

We take the time to understand every client’s unique needs, risk tolerance and investment goals. We then devise a customized investment and asset allocation strategy and make investment recommendations that fit your short- and long-term objectives.

Investment Process

We are committed to providing objective, bias-free investment advice. We do thorough due diligence to ensure the investment vehicles we recommend meet our high standards and match your goals. We also closely monitor your portfolio’s performance and make timely adjustments as needed.

Custody and Safekeeping

We offer a full range of custody, master custody and safekeeping solutions for businesses and nonprofits. As a leading provider of bank custodial services, we understand the importance of dependable, high-quality account administration and superior accounting and reporting systems.

To speak with a SunTrust representative call 866.786.4015.


Investment advisory services provided by RidgeWorth Investments, which is a trade name for RidgeWorth Capital Management, Inc. and which is registered with the SEC as an investment adviser specializing in institutional investment management. RidgeWorth and each of its boutique subsidiaries maintain the necessary notice filings/registrations/licenses with all appropriate states, commonwealths, and jurisdictions. Please refer to RidgeWorth's and each investment boutique's Form ADV for complete details of all financial services, products and fees. For additional legal information, visit

Investment and Insurance Products:

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

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Equal Housing SunTrust Bank is an Equal Housing Lender. Member FDIC.

Equal Housing Equal Housing Lender. SunTrust Mortgage, Inc.

SunTrust, SunTrust Mortgage, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

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.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, toll free 1-800-634-7928 CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB-989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, IL 60601, (312) 793-1490, MA: Mortgage Lender license #-ML-2915, NH: licensed by the New Hampshire Banking Department, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, and RI: Rhode Island Licensed Lender.

"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.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Banks, Inc. and SunTrust Investment Services, Inc.

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.