Associations

Podcast: Asset Allocation Considerations For Associations

Show Transcript

No matter what investment vehicle an association is considering for its portfolio, it’s important to first identify what you’re trying to accomplish and how the funds can help meet your goals.

Fred Walls and Colleen Doremus, both Managing Directors in Institutional Investment Solutions at SunTrust Bank, use qualitative and quantitative elements to determine asset allocation.

Contact your SunTrust relationship manager or investment advisor. You may also contact us by phone at 866.223.1499. Please visit us at www.suntrust.com/foundationsandendowments or www.suntrust.com/nonprofitinsights.

This content does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

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