Investment Solutions

Investment Strategy Guidance

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.

Investment Advisory Group

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Our Approach to Investment Management

The guiding principles of our investment approach align directly with SunTrust's purpose of lighting the way to financial well-being.

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Clients that we serve.

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.

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our investment philosophy

We're invested in your success. Learn about our four-step process that puts you front and center.

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Articles and resources that can help you on your journey.

The Carousel of Concerns, a mainstay of this bull market, continues to turn. As one worry recedes and another comes to the forefront, we anticipate modestly positive year ahead. Here are the key themes to watch out for in 2019. 

 

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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.

 

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Wealth Management Resource Center

  • Market Perspective

    SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.

  • Investing Amid a Carousel of Concerns

    The Carousel of Concerns, a mainstay of this bull market, continues to turn. As one worry recedes and another comes to the forefront, we anticipate modestly positive year ahead. Here are the key themes to watch out for in 2019.

  • SunTrust Investment Advisory Group: Weekly Market Monitor

    The SunTrust Weekly Market Monitor provides a view of last week’s market events.

  • CNBC: “Intense buying” suggests a path higher

    Chief Market Strategist Keith Lerner appeared on CNBC’s “Squawk on the Street” to discuss trade headlines, expectations going forward, S&P forward earnings estimates and more.

  • CNBC: Tariff Uncertainty Drives Market

    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.

  • Contact Us

      To speak with a Private Wealth Management advisor.

      866.495.5416