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Rebalance Your Portfolio with Ease

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Simple investing, with Truist Invest.

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As investments fluctuate in value, rebalancing may reduce risk by restoring your portfolio's intended asset mix.

Digital advisors like Truist Invest rebalance your account for you to remove emotion-based decisions and allow you to be hands-off. Let's see how it works.

Truist Invest creates a portfolio of assets based on your risk tolerance and time horizon.

An advanced algorithm monitors and analyzes your portfolio daily.

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If your investments aren't on track to support your goals, Truist Invest buys and sells investments to get you back on track.

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Whether the market is down or up, rebalancing keeps your portfolio diverse and may reduce overall risk.

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To learn more about Truist Invest and to get started visit


Investment Advisory services, including Truist Invest, are offered by Truist Advisory Services, Inc., a SEC registered investment adviser affiliate of Truist Financial Corporation.

Investment and Insurance Products:

•Are not FDIC or any other Government Agency Insured

•Are not Bank Guaranteed

•May Lose Value

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Rebalancing and diversification does not ensure against loss and does not assure a profit.

Truist Wealth is a name used by Truist Financial Corporation. Banking products and services, including loans, deposit accounts, trust and investment management services provided by Truist Bank, Member FDIC. Securities, brokerage accounts, insurance/annuities offered by Truist Investment Services, Inc. member FINRA, SIPC, and a licensed insurance agency where applicable. Life insurance products offered by referral to Truist Insurance Holdings, Inc. and affiliates. Investment advisory services offered by Truist Advisory Services, Inc., Sterling Capital Management, LL.C, and affiliated SEC registered investment advisers. Sterling Capital Funds advised by Sterling Capital Management, LLC.

© 2022 Trust Financial Corporation. Truist, the Truist logo and Truist purple are service marks of Truist Financial Corporation.

Rebalance your portfolio with ease

Investing & retirement

September 20, 2022

Reduce risk and emotion-based decision making with automatic rebalancing.

Rebalancing and diversification do not ensure against loss and does not assure a profit.