Even though market turmoil and investment risk are unavoidable realities, proper asset allocation and diversification across industries, asset classes and global markets can help lessen those risks and serve as essential drivers of investment success. 1
When you’re confident that someone is watching over your portfolio, it empowers you to stay committed to your long-term strategy. Let a SunTrust advisor show you how we optimally allocate and diversify portfolios to mitigate unnecessary risk using:
Total Return Strategies for Consistency
Rather than focus exclusively on growth or solely on income, we believe a total-return approach that incorporates both objectives will result in a well-diversified portfolio that has a better risk profile corresponding to your goals and a greater degree of tax-efficiency.
Periodic Rebalancing to Minimize Unintended Risk
Over time, allocations can drift from their original targets. A disciplined rebalancing strategy keeps your portfolio more closely aligned with your goals, potentially reducing risk.
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.
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1 Asset allocation and diversification do not ensure against loss and does not assure a profit.
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