Our investment philosophy

Our experienced wealth and financial advisors—backed by a team of investment and banking specialists—are committed to working toward your goals. It’s our job to work closely with you to help bring your vision to life. We listen, understand, and then respond with actionable advice for you.

Invest with a purpose.

Your investment portfolio should be more than a collection of stocks and bonds. It should reflect your success to date and your dreams for the future.

Mitigate unnecessary risk.

We believe portfolios should be diversified globally. Periodic rebalancing of allocations reduces risk and may help improve outcomes over time.Disclosure 1

Select goals-based investment solutions.

We seek out low-cost, tax-efficient strategies that align with your investment objectives.

Innovative investment strategies. Sound solutions.

There’s an art to aligning the right investments to your goals. As a Truist Wealth client, you’ll have access to a wide range of investment solutions—available through our affiliated companies.

  • Portfolio strategy and construction
  • Asset allocation aligned with your risk tolerance
  • Access to domestic and global stocks, bonds, mutual funds, ETFs, and annuities
  • Investment strategy for fixed-income portfolios
  • Access to alternative or specialized investments, such as private equity and hedge funds

Alternative investing

Not all investments fall into conventional categories such as stocks and bonds. Alternative investments may have higher initial minimums and upfront investment fees, but they also tend to have a higher upside potential.Disclosure 2

Hedge funds

One of the things that make hedge funds special is their potential to make money whether the value of those assets goes up or down.

Private equity investing

In this type of investment, a fund manager selects promising private businesses, then connects them with the pooled resources of private investors.

Let’s talk about building your financial future together.

Starting at $250,000 to invest

Work with a financial advisor

We’ll have a genuine conversation about your personal history and past decisions.

We strive to prevent costly mistakes and keep you focused on goals during market turbulence.

We will continuously review your plan.

Looking for a self-directed trading option?

Truist Trade is offered by Truist Investment Services, Inc., and delivers convenient and self-directed online trading. Plus in-depth market insights and an all-in-one look at your Truist accounts.

Get access to research and market intelligence

Our financial advisors have access to the Investment Advisory Group (IAG) of Truist Advisory Services, Inc. IAG is a team of seasoned investment analysts who share actionable insights and timely research.

Our Investment Advisory Group (IAG) of Truist Advisory Services, Inc.

  • Sophisticated economic and investment research
  • Strategic, tactical, and portfolio construction guidance
  • Ongoing monitoring and analysis of economic and market conditions
  • Rigorous due diligence and monitoring of traditional, alternative, and private capital strategies

The latest research and insights

See beyond current market developments with insightful articles, podcasts, publications, and videos—exclusively from Truist Wealth.