The investment experience of your portfolio impacts the ability of your organization to fulfill its mission. How do your short and long term goals reflect themselves in your investment strategy? Is your spending policy balancing the needs of the present and the responsibility to the future? What role does potential portfolio volatility play in your planning?
At SunTrust, our investment philosophy carefully accounts for each of these individual considerations, allowing us to take advantage of short-term tactical opportunities while staying grounded in the four fundamental truths that we believe consistently deliver successful outcomes:
Invest with a Purpose
Your investments should do something, not just be something. Investing without a clear plan is like driving without a clear destination.
Adhere to a Disciplined Process
Our consistent and disciplined approach helps you weather market fluctuations, while still providing enough flexibility to capture near-term opportunities.
Mitigate Unnecessary Risk
We help to mitigate your investment risk through diversification, rebalancing and the pursuit of a total return strategy.
Select Investment Solutions Wisely
We select the optimal mix of investments that aligns with your needs not ours.
Depending on the complexity of your portfolio and the in-house resources available, you may choose to outsource all or part of your investment management:
Discretionary investment management
An end-to-end Outsourced CIO solution through which we provide investment policy design, asset allocation, strategic implementation, manager selection, and ongoing portfolio monitoring and rebalancing. Services include:
Non-discretionary investment management
SunTrust partners with your in-house investment team to deliver a wide range of support solutions that encompass custody, custom reporting and investment consulting including:
Call us at 866.223.1499 to explore our full range of capabilities, or to schedule an in-person meeting with one of our specialists.
There’s no right or wrong approach when it comes to deciding on a discretionary or non-discretionary investment model for your organization. Instead, a multitude of factors need to be weighed carefully.
“How often will you rebalance our portfolio? What sort of events would prompt a shift in our asset allocation?” These are questions that we are often asked by our clients’ investment committees. The simple answer is that it should be dictated by the guidelines of your institution’s Investment Policy Statement (IPS).
Learn pros and cons for formalizing charitable giving from Meghan Pietrantonio of SunTrust Bank’s Foundations and Endowments Specialty Practice.
Two SunTrust experts discuss how oversight practices, diligent management and asset allocation can help associations reach their goals.
SunTrust Foundations and Endowments Specialty Practice, answers 17 frequently asked questions about starting a private foundation.
Consulting versus Discretionary
For details about Wire Transfers with SunTrust, call 1.800.947.3786 – options 1 & 4
SunTrust Incoming wire instructions:
Investment and Insurance Products:
Are Not FDIC or any other Government Agency Insured Are Not Bank Guaranteed May Lose Value
© 2018 SunTrust Banks, Inc
SunTrust Bank is an Equal Housing Lender. Member FDIC
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 products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., a SEC registered adviser. GFO Advisory Services, LLC is a SEC registered investment adviser that provides investment advisory services to a group of private investment funds and other non-investment advisory services to affiliates. Mortgage products and services are provided by SunTrust Mortgage, Inc.
SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, 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, 1-888-473-4858, MA: Mortgage Lender license #-ML-2915, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, NY: Licensed Mortgage Banker—NYS Department of Financial Services, 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., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.
SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups and GenSpring are marketing names used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.
SunTrust Bank and its affiliates do not accept fiduciary responsibility for all banking and investment account types offered. Please consult with your SunTrust representative to determine whether SunTrust and its affiliates have agreed to accept fiduciary responsibility for your account(s) and if you have completed the documentation necessary to establish a fiduciary relationship with SunTrust Bank or an affiliate. Additional information regarding account types and important disclosures may be found at www.suntrust.com/investmentinfo.
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.