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

  • 4 Questions to Consider Before Financing a Boat or RV

    Understanding the process when purchasing a boat or RV is essential. Here are some key considerations.

  • 7 Tips to Live an Active Retirement

    Retirement can be whatever you want it to be, as long as you start off on the right foot. Consider the following tips to achieve a surprising (and fulfilling) retirement.

  • When Retirement Happens Unexpectedly

    Nobody likes to think of being forced to leave a career unexpectedly. For a variety of reasons, though, it’s a possibility that needs to be acknowledged and for which to plan.

  • Generating Liquidity from Your Illiquid Assets

    If a sizable portion of your personal wealth remains tied up in your business, you’re likely taking on additional risk and putting pressure on your family’s cash flow situation. Here are two strategies that could help you generate much-needed liquidity.

  • Is Inflation Plus 5% Still Achievable?

    Many organizations adopt a primary investment objective of inflation plus their annual spending rate as a metric. But adhering to a particular rate of return may present challenges going forward.