How to Invest

You have certain goals in life. To achieve them, you should clearly define them and create a plan that includes a comprehensive investment strategy. Regardless of your level of investment knowledge, SunTrust Investment Services (STIS) can help you get on the path to success.

1

Investing Stock Market

Make the decision to get started

Feeling overwhelmed? You may be surprised to find out that it’s the people who don’t try to outsmart the market who make some of the best investors. The simple truth is that if you’re not investing, you’re actually falling behind.

Key Reasons to Invest Now

  • Start a solid investment plan
  • Benefit from the power of compounding
  • Potentially outpace inflation and maintain purchasing power
  • Enhance your wealth building and move closer to your goals

There’s no time like the present to sit down and talk with a STIS advisor. He or she can help you develop a savings and investing strategy that’s both manageable and consistent with your goals and appetite for risk.

2

Understand the investment landscape

You don’t have to be an expert, but it’s good to know the basics – whether you invest yourself or work with a trusted advisor. You may think of SunTrust as a bank, but did you know that we’ve been providing investment guidance and solution to individuals and institutions for more than a century?

Through your STIS advisor you have access to:

To learn the basics of investing and get an overview of how it works, view our Quick Guide to Investing.

3

Find the right advisor to work with

Your financial advisor is your sounding board – the person who can translate your short- and long-term goals into actionable strategies and then select the most appropriate investments to achieve those strategies. But what qualities should you look for in choosing an advisor?

  • Attentiveness – do they spend more time actively listening to your needs and concerns than talking about products and solutions?
  • Knowledge – are they educated and experienced? Are they working on their own, or do they have a team of specialists supporting them?
  • Relatability – do they confuse you with financial jargon, or take the time to explain things in plain English?
  • Pragmatism – does the advisor propose investment solutions that are in keeping with the level of risk you’re comfortable taking?

Quick Guide to Investing

Not sure where to begin or how to get started with investing? Check out this helpful guide for some easy-to-follow steps.

 

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The quality of your investment portfolio is only as good as your plan.

Let a SunTrust advisor, working in conjunction with our banking experts, help you build a comprehensive plan tailored to your needs. Together you can create a clear roadmap for your future.

 

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Are your investments in balance?

Market volatility can push your investment portfolio away from its target allocation. Take a look at our Rebalancing Your Investment Portfolio infographic to see why and how to bring your investments back in line by rebalancing your portfolio.

 

View Infographic >

Find a Financial Advisor near you.

If you prefer to call us, you can reach the STIS Client Advisory Center at 877.962.9032.

 

DISCLAIMERS

1 “Did you miss the stock market rally? You’re not alone,” April 9, 2015, Bankrate

Investing & Retirement Resource Center