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Choosing the right investment mix.

Investment solutions appropriate for one wealthy investor may be completely inappropriate for another. A host of considerations such as liquidity needs, tax situation and investment time horizon all play a part in finding the right investment mix for you.

Rather than merely changing weightings of the same investments based on your goals and risk profile, your advisor selectively sources and combines investments using both active and passive strategies to achieve broad, efficient and opportunistic asset class exposure.

A full range of investment solutions.

Not matter how complex your wealth management needs, your SunTrust advisor has access to a comprehensive range of investment solutions including:

  • Equities (domestic and global stocks)
  • Fixed Income (government, corporate, municipal and foreign bonds)
  • Mutual Funds and Exchange-Traded Funds1
  • Traditional, Roth, Simple and SEP IRAs
  • 529 College Savings Plans1
  • Alternative Investments (Mutual-fund based alternatives, Hedge Funds, Private Equity)
  • Equity Hedging Strategies (e.g., Options)
  • Annuities (Fixed, Variable and Immediate)1,2

Want to discover more about investing with SunTrust?

Back to the Investment Philosophy Page >

Articles and resources that can help you on your journey.

Quarterly Investment Insights

Learn about the global economic backdrop, our view on global stock and bond markets, and recommendations for major investment asset class combinations in your portfolio.

Read the Full Report >

Market Perspective

SunTrust Private Wealth Management’s Market Perspective provides timely insights into current market events and explains what the latest events might imply for your portfolio and your investment decisions.

Read the Latest Report >

DISCLAIMERS

1 Available through SunTrust Investment Services, Inc.

2 An annuity is an insurance product designed for long-term savings. There are considerations to keep in mind, such as a surrender-charge period on full surrenders and on certain withdrawals. Account value will be impacted by withdrawals. These vary by contract so you want to ensure you are aware of these elements before you purchase an annuity. Withdrawals many be subject to federal and/or state income taxes. An additional 10% federal tax may apply if individuals make withdrawals or surrender their annuity before age 59½.
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