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Balanced Strategy
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If you are looking for balanced investment opportunities that feature both the growth potential of stocks and the stability of bonds, we can help you develop a portfolio to achieve your return goals with a level of risk that you're comfortable with.
 
Characteristics of a Balanced Portfolio include:
  • Proprietary asset allocation policy
  • Diversified equity position across all economic sectors
  • Intermediate fixed income strategy
  • Lower beta than S&P 500
  • Lower P/E than S&P 500

With this strategy, portfolio balance is achieved by blending multiple investment strategies and asset classes. This combination can include equity value, equity growth, fixed income, and international equity.

Our strategy features:

  • Our proprietary system for matching asset allocation to your goals, risk tolerance, time frame, and other specifications.
  • Active management of asset mix, using principles of modern portfolio theory, to maintain target balance of risk and return.
  • Active management within asset classes to strive to achieve above-average returns with below-average risk.

Our Balanced Portfolio Management Team >>

 
Contact us by Phone
Call BB&T Asset Management at 919-716-9070

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BB&T Complete Client Protection
Investment advisory services are available through BB&T Asset Management, Inc., a subsidiary of BB&T Corporation. Securities and other investments held in investment management or investment advisory accounts at BB&T Asset Management, Inc. are not deposits or other obligations of BB&T Corporation, Branch Banking and Trust Company or any other bank or savings institution, are not guaranteed by Branch Banking and Trust Company or any other bank, are not insured by the FDIC or any other government agency, and are subject to investment risk, including possible loss of principal invested.