Net Worth Banking
Personal Asset Management
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Wealth Select was designed to provide a disciplined, systematic approach to wealth management for those with substantial assets. Through the benefit of a single relationship, you'll receive a wide range of choices in portfolio and construction management, developed by a team of experts who will shape an asset allocation strategy for you through both traditional and alternative investments.
With Wealth Select, you'll get access to the best money managers in the industry. You'll also benefit from the experience and wisdom of a dedicated SunTrust advisor, who is always available to provide personalized, trustworthy service.
– Our relationship starts with an in-depth consultation with your SunTrust Advisor to get a clear understanding of your current and future financial needs and goals.
– After performing a compete review of your current portfolio, our team of specialists will carefully evaluate and analyze your information, determining where you stand today as an investor and where you should be tomorrow.
– Using your written Investment Policy, we'll construct a customized portfolio that offers the highest return potential at the risk level where you are most comfortable.
– We'll keep you up-to-date about every detail of your account with clear, direct communications. You'll receive one quarterly report for all of the strategies in your portfolio, and your advisor will meet with you quarterly to answer any questions you may have.
For additional information:
Contact your SunTrust advisor, or speak with a SunTrust representative at
(800.786.8787) if you are a new client.
Visit your local
Have questions? We're
available to help you.
> Call us at 800.SUNTRUST
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