Investment Philosophy | SunTrust Wealth Management

Investment Philosophy

Become a more confident investor.

At its core, investing is about understanding what you want to achieve in life and aligning your portfolio to give you the greatest probability of success. Markets don’t move in a straight line, but over the long-term, portfolios appropriately matched to specific goals typically achieve them.

At SunTrust, our investment philosophy is grounded in understanding your goals, following a disciplined investment approach and maximizing every opportunity in keeping with our four tenets of successful investing:

ST bulletInvest with a Purpose

We believe your investments should be a reflection of your goals, and that success should be measured relative to those goals.

ST bulletAdhere to a Disciplined Process

Our consistent and disciplined approach helps keep you grounded during periods of market turmoil, while still providing enough flexibility to capture potential near-term opportunities.

ST bulletMitigate Unnecessary Risk

We strive to mitigate your investment risk through diversification, rebalancing and aligning your portfolio with your risk profile to generate returns that are consistent with you goals.

ST bulletSelect Investment Solutions Wisely

We select a mix of investments that aligns with your financial circumstances, goals and preferences. We match these criteria with investment vehicles that best align with our investment strategy views and positioning.

Want to discover more about investing with SunTrust?

Articles and resources that can help you on your journey.

The right financial plan and portfolio allocations can help you weather the ups and downs of the market. SunTrust’s Jennifer Capouya shares her insights for constructing a financial plan that aligns with your situation.

 

Listen to the Podcast >

Research and market experiences typically suggest that a diversified portfolio optimizes investors’ chances of meeting their goals. Is diversification still the right approach in today’s market?

 

Listen to the Podcast >

Wealth Management Resource Center

  • Contact Us

      To speak with a Private Wealth Management advisor.

      866.495.5416

       

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.