investment process, investment approach

Investment Process

At SunTrust we understand that sound investing requires careful deliberation. Our expert team of advisors begins the investment process with consultations with every client to understand their particular needs, risk tolerance and objectives. We then help you craft an appropriate investment plan.

In short, our investment approach is based on sophisticated advice and service at various steps in the investment process to help you address your investing goals.

  • Objective, bias-free investment recommendations
  • Selection of some of the best managers for your investment strategy
  • Vigilance to market trends and regulatory issues

To speak with a SunTrust Advisor call 866.786.4015.

Support during the investment process

We give every client the time and attention it deserves. You can be confident you’ll receive:

  • A thorough assessment of your specific needs
  • Customized investment and asset allocation strategies
  • Careful selection of investment managers
  • Screening of investment recommendations
  • Monitoring of portfolio performance
  • Timely adjustments to your portfolio

We take the long view, and your view

The investment approach of SunTrust is firmly grounded in providing sound, unbiased investment management advice that takes a long-term view of your investment goals and always puts your interests first. We do thorough due diligence to reasonably determine whether the investment vehicles we recommend address your particular risk parameters and objectives.

It’s all about meeting your investment goals

As a SunTrust client, you can be sure your needs will get top priority.

  • An objective approach that excludes any bias towards a particular solution or provider
  • Recommendations addressed to your unique situation and goals
  • Consultation with you at every material step of the process
  • A commitment to finding some of the best asset managers for your investment strategy
  • Monitoring of market trends and regulatory issues

We don’t stop after you’ve invested

SunTrust offers a full range of services to help you track your portfolio’s performance.

  • Specialized investment reports
  • Regular performance and relationship reviews
  • Convenient online access to a broad array of detailed portfolio information

Investment and Insurance Products:

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

© 2015 SunTrust Banks, Inc.

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.