Our four-step philosophy is built around matching an
investment portfolio to your goals.
Successful investing isn’t magic – it’s simply a matter of understanding your goals in life, considering your appetite for risk and selecting the mix of investments that will give you the greatest probability of success without keeping you up at night.
At SunTrust Investment Services (STIS), our investment philosophy relies on four pillars of successful investing:
Invest with a Purpose
Your investments should DO something, not just BE something. The success of your investment strategy should be measured by progress toward, and attainment of, your goals.
Adhere to a Disciplined Process
A consistent and disciplined process gives you the long-term focus to weather periods of market turmoil, while still allowing you to potentially capitalize on short-term opportunities.
Mitigate Unnecessary Risk
We strive to mitigate investment risk through diversification, rebalancing and a total return approach that maintains your portfolio in alignment with your unique risk profile.
Select Investment Solutions Wisely
Working together, we’ll select the mix of investments that best fits with your financial circumstances, goals and personal preferences.
SunTrust Investment Advisory Group’s Market Perspective provides timely insights into current market events and explains what the latest events might imply for your portfolio and your investment decisions.
Learn about the global economic backdrop, our view on global stock and bond markets, and recommendations for major investment asset class combinations in your portfolio.
At SunTrust, the Investment Advisory Group provides market analysis insights and solutions designed to help clients meet their goals. This includes due diligence when it comes to manager evaluation.
Three simple strategies that will benefit your credit report and help improve your credit score.
The SunTrust Weekly Market Monitor provides a view of last week’s market events.
Keith Lerner, chief market strategist at SunTrust, discusses underperformance in European banks versus U.S. counterparts. He speaks with David Westin and Alix Steel on "Bloomberg Daybreak: Americas."
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.