Heritage BB&T View clients, access to Digital Treasury and other treasury applications.
Heritage SunTrust clients, access to Treasury Manager (formerly SunView Treasury Manager)
Access to Digital Treasury, ACH Fraud Control, Remote Deposit Capture & other treasury applications.
Heritage SunTrust clients, access if formerly used single sign on SunView platform to access Treasury Manager, Online Check Deposits, and other treasury applications.
Passion. Drive. Consistency. Discipline. Governance.
If this describes your organization, let’s share our vision. Together, we can address your organization’s evolving and complex needs.
Listening intently. Asking critical questions. And offering guidance in a way that’s transparent, proactive, and genuine. You’ll benefit from our:
More than a century of success serving not-for-profits
Exceptional service and essential tools that improve governance and performance
Independent, conflict-free fiduciary investment advice in a disciplined and consistent manner
What sets our specialty practice apart? In addition to top-tier investment management services and world class administrative support, it’s our mindset. We don’t just work for not-for-profits—we work in not-for-profits.
Our customized approach is a big reason why our clients continue to choose Truist.
We’re a specialty practice dedicated to delivering insightful, strategic investment and administrative expertise to:
We want to see your organization succeed. We’re here to support your goals—through long-term, sustainable growth strategies. Think of us as an extension of your team.
The work you do every day demands a laser-sharp focus on achieving long-term, sustainable investment results. Your investment strategy deserves the same kind of focus.
Consider these key questions:
Your responses will impact your portfolio’s goals, of course. But they’ll also provide some insight into your cash flow, liquidity, and capital needs.
Partner with one of our talented, proven, and traditionally underrepresented asset managers. We'll help you to better align your personal values with your investment strategy—with the overall goal of improving your portfolio returns.
What’s our investment philosophy? It’s grounded in an understanding of your goals and a strong fiduciary ethic. Overall, we’re looking to take advantage of near-term market inefficiencies while achieving long-term sustainable results. Our philosophy is built on four fundamental investing pillars:
Serving the not-for-profit community
Not-for profit assets under management
Average experience of our executive team working with not-for-profits
We’ve got the expertise. Let us help you amplify your organization’s impact.
Head of Institutional Investment Management
Background and contact info for Stephen Yarbough.
Regional Practice Leader – TN, KY, TX, NC, OH, FL
Background and contact info for Mike Hill.
Regional Practice Leader – Greater Washington, DC, MD
Background and contact info for Michael Sahakian.
Regional Practice Leader – GA, SC, AL
Background and contact info for Armond Reese.
Learn more about we can strengthen your financial footing and further empower your not-for-profit. Search for your nearest Foundations and Endowments specialist, or call 866-223-1499 to schedule an in-person meeting.
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