Active, ongoing management that helps keep your portfolio
aligned with your goals and responsive to current market conditions.
SunTrust’s Investment Advisory Group is an essential component of our ability to anticipate and serve even the most complex financial needs of our clients — offering investment solutions and guidance that is fully supported by our objective due diligence and investment process.
Led by our Chief Investment Officer, our team is comprised of highly credentialed and experienced professionals with deep industry knowledge (including economists, strategists, and research analysts) delivering a depth of expertise, discipline and resources — providing a solid foundation to help your advisor build your investment portfolio.
The Investment Advisory Group is responsible for monitoring the global economic and financial markets, formulating investment strategies and sourcing investment managers and solutions for the benefit of our clients — both individuals and families as well as institutions: including GenSpring our ultra-high net worth offering, Foundations, Endowments, Professional and Trade Associations, and other Commercial & Corporate clients.
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.
SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.
The SunTrust Weekly Market Monitor provides a view of last week’s market events.
Chief Market Strategist Keith Lerner joined CNBC’s “Squawk on the Street” to discuss recent market choppiness, trade concerns, and our current view of the US economy.
SunTrust Private Wealth Management’s Global Perspective provides a view of the latest global economy and market events. Read the latest report here.
Chief Market Strategist Keith Lerner discusses global and domestic economic trends and the outlook for equities and bonds as we head into the second half of 2019.
Investment and Insurance Products:
Are Not FDIC or any other Government Agency Insured Are Not Bank Guaranteed May Lose Value
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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. 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 offered through SunTrust Mortgage, a tradename for SunTrust Bank, and loans are made by SunTrust Bank.
"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 FINRALink opens a new window and SIPCLink opens a new window, 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 Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.
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 FINRALink opens a new window and SIPCLink opens a new window.