Investment and Trust Services

Meet your investment goals with a custom strategy

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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

Raise the capital you need to grow your business

  • 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

Maximize your assets to create a lasting legacy

  • 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

Leverage our expertise to design a solid investment strategy to meet your objectives

  • 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

BB&T offers a full range of asset management services through our subsidiary 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.

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Ready to get started?

By email

Contact us with questions or to request assistance.

Use our knowledge to your advantage

Leverage our financial knowledge and expertise to build your strategy for success and ensure a competitive edge for the future.

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Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC.

Only deposit products are FDIC insured.

Services and products featured herein may include some offered by affiliated companies of BB&T Retirement & Institutional Services. The fees for those services and products are in addition to the fees charged by BB&T Retirement & Institutional Services. 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 Retirement & Institutional Services 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.

Investment solutions and advisory services are provided by BB&T Institutional Investment Advisers, Inc., a wholly owned subsidiary of Branch Banking and Trust Company. Securities and advisory products or services are:
NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY GO DOWN IN VALUE • NOT GUARANTEED BY THE BANK

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.