Investment Products & Services | SunTrust Investing & Retirement

Investing and Retirement Products and Solutions

You may know SunTrust as a trusted bank, but did you also know we offer a comprehensive array of investment and retirement products and services you’d find at most brokerage firms? How can we help you?

Find an Investment

For more than a generation, our dedicated, local SunTrust Investment Service advisors (STIS) have been helping clients reach financial well-being by crafting personalized portfolios. The following are just some of the many investment products and solutions we can provide:

Choose from a wide range of stocks offered through exchanges across the globe to add growth to your portfolio.

Select from a wide range of corporate, municipal and U.S. government bonds as well as bond funds to generate income in your portfolio.

Select funds (many with no transaction fees) from more than 150 fund families including boutique firms and specialized strategies.

Invest in specific sectors, asset classes or investment strategies through a wide range of ETFs available through SunTrust Investment Services.

Potentially improve your diversification and smooth out returns by investing in developed and emerging foreign market stocks, bonds and currencies.

Unlock an additional source of guaranteed income in retirement to help cover your expenses.

Choose an Account Type

Whether you’re just starting to save or nearing retirement, we can offer an account that meets your saving and investing needs:

Increase your tax-deferred retirement savings with a Traditional IRA from SunTrust.

Enjoy potential tax-free growth and tax-free income in retirement with a Roth IRA from SunTrust.

Consolidate all your retirement assets into a single account while maintaining their tax-deferred status.

Provide retirement benefits for yourself as a small business owner, as well as your employees.

Eliminate short-term worry with the predictable return of a CD-funded IRA.

Build up your short- or long-term savings in a taxable investment account that can be consolidated with your banking statement.

Planning Services

Take a step back and create a plan before exploring your investment options. Find out more about our planning process and resources.

Discover how our dynamic planning process is different – adapting to your needs as they change over time.

Find out how easy it is for you and your advisor to build and monitor a custom financial plan using our collaborative, web-based planning approach.

Explore the four pillars of successful investing that serve as the foundation of our investment philosophy.

If you don’t have a plan for funding all your important goals, or not sure your current plan will get you there, we can help.

Be a Smarter Investor

Want to become more knowledgeable about investing or retirement planning? Take a few minutes to read through our Quick Guides.

Quick Guide to Retirement

Learn how to set measurable and achievable retirement goals, explore ways to accelerate your savings, and find out which factors matter most as you enter into retirement.

Quick Guide to Investing

Find out how to set measurable goals, determine your risk tolerance, select the right types of investments and monitor your progress towards your goals.

Check Your Current Portfolio

For those with more than $100,000 to invest, The SunTrust Premier Program® offers enhanced services and a complimentary portfolio review from a SunTrust Investment Services advisor.

Find a Financial Advisor near you.

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

 

Investing & Retirement Resource Center

Investment and Insurance Products:

Are Not FDIC or any other Government Agency Insured   Are Not Bank Guaranteed  May Lose Value 

© 2018 SunTrust Banks, Inc

equal housing logoSunTrust Bank is an Equal Housing Lender. Member FDIC

equal housing logoEqual 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.