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Investment Advisory Services
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If your company is sponsoring a retirement plan with more than $3 million in assets, SHDR Investment Advisers, Inc., a subsidiary of BB&T Corporation, can provide objective advice when you're selecting mutual funds for your plan, and provide ongoing fund performance monitoring.
 
We will implement a highly disciplined investment selection process that helps you meet your corporate and fiduciary responsibilities to your employees. Our services include:
  • Development of investment strategies and policies
  • Preparing an investment policy statement
  • Defining fund monitoring criteria
  • Objective screening of more than 4,000 mutual funds
  • Assistance in analyzing funds and proposing fund options
  • Ongoing performance measurement and reporting
Investment Advisory Services are provided through SHDR Investment Advisers, Inc., a wholly owned subsidiary of BB&T Corporation.
 
Contact us by Phone
Call BB&T Institutional Services at 1-800-866-2288
 
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