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.
The changes to the tax code are impacting mortgage interest deductions, but perhaps not as significantly as expected. Here are some things to be aware of when helping your clients during the process.
Chief Market Strategist Keith Lerner recently joined CNBC’s Squawk on the Street to discuss buying opportunities, leading and lagging sectors and our continued bullish outlook.
How technological trends—from mobile apps to social media to digital mortgage options—are improving the mortgage application process.
While millennials comprise the largest percentage of first-time home buyers, the make up of first-time home buying activity is not exclusive to one generation. Here are some interesting home buying trends.
The SunTrust Weekly Market Monitor provides a view of last week’s market events.
Investment and Insurance Products:
Are Not FDIC or any other Government Agency Insured Are Not Bank Guaranteed May Lose Value
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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 offered through SunTrust Mortgage, a tradename for SunTrust Bank, and loans are made by SunTrust Bank.
"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.
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