Investment and Trust Services

Meet your investment goals with a custom strategy

Get specialized services to give your organization what it needs to thrive

BB&T offers investment and trust services to help public and private organizations raise capital, partner with philanthropic groups and design investment strategies. We can provide customized solutions to help you meet your objectives.

Corporate trust

  • Get support that allows you to respond to clients at market speed
  • Raise and allocate capital to reach your financial objectives
  • Meet goals for regulatory and contractual compliance
  • Benefit from state-of-the-art trust accounting, securities processing and compliance systems
  • Have convenient online access to forms and resources

Foundation and endowment services

  • Get administrative and managerial support that lets you focus on your organization's mission
  • Leverage investment management services to make the most of your financial assets
  • Build a customized investment portfolio
  • Manage your account online through TAMLink®
  • Monitor investment performance

Investment management

  • Maximize your assets with cutting-edge analytical tools and a broad array of investment solutions
  • Receive guidance through each stage of the investment process
  • Enjoy diversification among multiple asset classes
  • Choose from a full range of customized and mutual fund managed investment solutions

Sterling Capital Management

  • Work with a dedicated and experienced portfolio manager who's familiar with organizations like yours
  • Choose from a full range of customized and mutual fund managed investment solutions
  • Benefit from a consistent risk management process and service-focused business model
  • Receive guidance on allocating assets and selecting investment managers
  • Use market research and analysis to inform investment strategies

Your business has our full attention

When you're ready to take your business to the next level, we'll be ready to offer a customized strategic plan to meet your needs.

Ready to get started?

By email

Contact us with questions or to request assistance.

Use our knowledge to your advantage

Take advantage of our financial knowledge and expertise to build your strategy for success now and in the future.

Traditional banking services are provided by Truist Bank, Member FDIC.

Only deposit products are FDIC insured.

Services and products featured herein may include some offered by affiliated companies of BB&T Wealth. The fees for those services and products are in addition to the fees charged by BB&T Wealth. As a result, BB&T Corporation, as a whole, receives more compensation than would otherwise be received if a non-affiliated service or product was used. When we offer any service or product to a client, we use the same process to offer both affiliated and non-affiliated services and products. When we have authority to select any service or product on behalf of a client, if our process shows affiliated services and products to be competitive with corresponding non-affiliated services and products, then we may select affiliated products and services. BB&T Wealth expresses no opinion on the use of BB&T affiliated services and products when the client selects such services and products in a client-directed account.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.

New York City residents: Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at

Branch Banking and Trust Company is now Truist Bank. Learn more.

BB&T and SunTrust have merged to become Truist. Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Our friendly teammates at your local SunTrust branches will be happy to walk you through their respective products. You can also learn more by contacting them at 800-SUNTRUST or

BB&T Complete Client Protection

about Truist Bank