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.
Customized solutions to help you meet your objectives
- 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
Portfolio management to guide you through each stage of the investment 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?
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Contact your local Retirement and Institutional Services representative.
Weekdays from 8:30 am to 5:30 pm ET
Choose a checking account, money market account, CD or credit card that's right for your commercial business.
Choose from comprehensive financial services to meet your company's needs.
Investment and trust services
Protect your assets and make the most of your finances with trust and investment options.