Asset-Based Investment Services | SunTrust Investing & Retirement

Advisory Service Levels

The right services for your needs.

As your assets grow, so does the complexity of the financial decisions you need to make. That’s why SunTrust Investment Service (STIS) offers a range of services designed to meet your needs at each step in your journey.

For those wanting to invest < $50,000 with SunTrust

Our enhanced online investment platform was designed specifically with do-it-yourself investors in mind, allowing you to manage your portfolio and execute trades whenever and wherever it’s convenient. We can provide you with:

  • Convenient 24/7 online and mobile access
  • Access to a wide range of stocks, bonds, mutual funds, ETFs and IRA types
  • Timely investment insights and retirement planning educational resources
  • No advisory fees, however, brokerage commissions would apply. Please contact us for more information on applicable charges.

Take an active role in preparing for your financial future with SunTrust. For more information:

For those wanting to invest $50,000 - $100,000 with SunTrust

The SunTrust Client Advisory Center (CAC) is a one-stop resource where multiple financial advisors support each client by providing financial solutions for short-term needs and long-term goals. The CAC offers:

  • Financial planning and investing
  • Banking and lending services for individuals and businesses
  • Insurance and trust solutions

For those wanting to invest $100,000 - $1MM with SunTrust

Enjoy focused access and attention as one of our Premier Banking and Investment clients. You’ll work with a dedicated team (a Premier Banker and financial advisor), as well as other SunTrust specialists when needed to:

  • Design a customized financial plan
  • Objectively review and modify your existing retirement, investing, savings and borrowing strategies
  • Access exclusive program benefits and rewards including premium checking, loan discounts and privileges, special mortgage options1 and rewards debit and credit cards2

For those wanting to invest $1MM+ with SunTrust

More considerable wealth requires more sophisticated financial, tax and estate planning. Clients who invest more than $1MM with SunTrust work with our Private Wealth Management advisors who specialize in addressing the financial and personal challenges of associated with managing wealth, including:

  • Investment management
  • Cash management, credit and lending
  • Insurance and asset protection strategies
  • Trust and estate planning
  • Specialized solutions for executives, business owners, athletes, attorneys and physicians

DISCLAIMERS

1 Residential mortgages are offered through SunTrust Mortgage, Inc.

2 Cardholders should reference their Guide to Benefits pamphlet for full Mastercard Protection Benefits and additional information and disclosures regarding Mastercard benefits.

Advisory managed account programs entail risks, including possible loss of principal and may not be suitable for all investors. Please speak to your advisor to request a firm brochure which includes program details, including risks, fees and expenses.

SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, "SunTrust") are not permitted to give legal or tax advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction.

 

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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 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.