The Capitol Region Group of Truist Investment Services, Inc.
7969 Tuckerman Lane
Potomac, MD 20854
Who we are
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Top-notch service delivery and support for the private banking needs of business-owners
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Market Perspective Market reset creates opportunity
View seasonal choppiness as an opportunity. With the S&P 500 flat since June and valuations and sentiment resetting, the risk-reward is improving, particularly in tech.
Economic Commentary Higher crude oil prices forcing a reset
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Special Commentary Special Commentary
Fed hikes and keeps options open; 7 key takeaways