Our investment philosophy

Our highly skilled 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 the right advice for you.

Invest with a purpose

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

Adhere to a disciplined process

Our advisors can help you avoid costly mistakes and keep you focused on long-term goals during market turbulence.

Mitigate unnecessary risk

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

Select investment solutions wisely

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

Options for every level and style of investor

Investment and retirement planning is all about moving forward with assurance—whatever your current situation.

Starting at $250K to invest

Work with an advisor

Let's talk about building your financial future together.

  • One-on-one guidance from a Truist Investment Services, Inc., financial advisor
  • An investment plan designed just for you
  • Regular monitoring to track progress toward your goals
Starting at $50K to invest

Client Advisory Center

Looking for quick and easy access to a team of advisors? We're as close as your phone.

Starting at $5000 to Invest

Truist Invest

Offered through Truist Advisory Services, Inc., Truist Invest is our automated investing account with access to the Client Advisory Center.

  • Your portfolio is aligned to your personal goals
  • Daily analysis by an algorithm to rebalance your portfolio when necessaryDisclosure 1
  • Monitor your portfolio on demand
No minimum to start investing

Truist Trade

The independence and control you need for hands-on, real-time investing. Use our market commentary and resources to help guide your self-directed trading.

  • Easy to get started quickly—fund your portfolio from an existing account
  • Buy and sell from your portfolio instantly
  • View balances, transfer funds, and manage your money—all in one place

Important Disclosure Links: Truist is committed to giving you clear, easy-to-understand information about key features of your investment and retirement accounts and to our advisory programs and services.

Truist Investment Services, Inc. (“TIS”) Disclosures

Truist Advisory Services (“TAS”) Disclosures

Check the background of this firm on FINRA's BrokerCheck

Check the background of this firm’s investment professionals on FINRA's BrokerCheck

Why invest with Truist?

We realize you have more choices for your money than ever before. Big-fish behemoths. Small-pond startups. And everything in between.

So why choose us? Because at its core, investing is about opportunities. And creating opportunities requires thoughtful decision making. For us, it starts with asking the right questions, and actively listening to—and learning from—what you have to say.

We’re in it with you for the long term. No matter where you are on your personal road to success, we’ll be there to keep creating opportunities for you to live your best life.

Deep research and market intelligence

All of our financial advisors have access to a team of seasoned investment analysts who share actionable insights and timely research. 

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

  • Provides sophisticated economic and investment research.
  • Develops strategic, tactical and portfolio construction guidance.
  • Delivers ongoing monitoring and analysis of economic and market conditions.
  • Conducts rigorous due diligence and monitoring of traditional, alternative, and private capital strategies.

The latest research and insights

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