Investment Management

Meet your business goals with custom investment solutions

How can BB&T help manage my company's investments?

BB&T Retirement and Institutional Services offers corporations, institutions, government entities and nonprofits the expertise to design a solid investment strategy.

We can help your organization by offering cutting-edge analytical tools, an array of investment solutions and a dedicated portfolio manager.

Our approach

  • A disciplined and repeatable process with a focus on risk management
  • Help to define investment goals
  • Guidance in selecting appropriate asset allocation
  • Utilization of managers with proven capabilities suited specifically for your portfolio
  • Active portfolio management
  • Safekeeping of assets and comprehensive reporting
  • Rigorous manager due diligence process


  • Investment policy development and review
  • Asset allocation strategy
  • Disciplined manager search and selection
  • Portfolio construction
  • Diversification among multiple asset classes
  • Ongoing portfolio evaluation
  • 24/7 online account management through TAMLink®

Ready to get started?

By email

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Contact your local Retirement and Institutional Services representative.

By phone

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Weekdays from 8:30 am to 5:30 pm ET

Already use TAMLink®?

Access your existing account information.

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Related services


Choose a checking account, money market account, CD or credit card that's right for your commercial business.

Investment and Trust Services

Protect your assets and make the most of your finances with trust and investment options.


Choose from comprehensive financial services to meet your company's needs.

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 Truist Retirement & Institutional Services. The fees for those services and products are in addition to the fees charged by Truist Retirement & Institutional Services. As a result, Truist Financial 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. Truist Retirement & Institutional Services expresses no opinion on the use of Truist 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

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