investment advisory, investment management firm, Investment Management, investment advisory solution

Investment Advisory

Economic cycles come and go. Yet whatever the market climate, you can be confident SunTrust will provide sound advice and sophisticated investment advisory solutions to help you achieve your financial goals.

Our investment managers have advised hundreds of corporations, pension funds and nonprofits, and we understand that every client is unique. We’ll take the time to get to know your organization’s specific needs and risk tolerances along with short- and long-term investment objectives.

We’ll be with you every step of the way, from initial assessment to portfolio selections to ongoing performance monitoring.

To speak with a SunTrust representative call 866.786.4015

Insight and guidance from trusted advisors

As a new client, you’ll receive an in-depth needs assessment. From there, our investment management team will craft customized asset allocation and investment advisory strategies that fit your objectives and risk tolerance and will serve to guide the specific choices in your portfolio.

Portfolio solutions you can trust

As you build your portfolio, you will receive sound, unbiased investment advice that always puts your interests first. We do thorough due diligence to ensure the investment vehicles we recommend meet our high standards and match your short- and long-term objectives. Our rigorous screening process includes careful consideration of:

  • Asset manager selection
  • Investment policy statements
  • Consistent performance
  • Expenses and overhead

Management and review of investment plan

After you’ve made your investment choices, we provide vigilant oversight and ongoing portfolio performance reviews. SunTrust will continue to ensure that asset managers comply with all established criteria and deliver consistent performance against appropriate benchmarks. When necessary, timely adjustments and replacements are made.


Investment advisory services provided by RidgeWorth Investments, 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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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.