Investing and Retirement

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.

Our investment philosophy

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.

Ready to get started? Let's locate a Truist professional who can support your financial needs.

Find an advisor

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.

Available Monday through Friday, 8 am to 6 pm ET

Schedule appointment online

Call 844-206-8900, Option 1

Starting at $5000 to Invest

Truist Invest Pro

Offered through Truist Advisory Services, Inc., Truist Invest Pro is our robo-advisor with optional access to the Client Advisory Center.

Open your account in minutes
Daily analysis by an algorithm to rebalance your portfolio when necessary¹
Monitor your portfolio on demand

Learn more

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

Learn more

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’re uniquely qualified to put you together with the right partners and solutions. It all starts with asking the right questions, and actively listening to—and learning from—what you have to say.

That conversation will inform our critical next step: Quantifying and prioritizing your goals. Only then can we translate your aspirations into effective strategies and solutions.

And we’re in it for the long term. No matter where you are on your wealth journey, we’ll be there to help navigate the changes in your life—and in the world at large.

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 – from the simple to the complex – and advisory options depending on your situation.

Benefits

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
Fully managed accounts
Access to alternative or specialized investments, such as private equity and hedge funds

Comprehensive retirement planning

Whether you’re retired, nearing retirement, or just starting to plan, we’ll develop a strategy that accounts for where you are—and where you want to be.

Getting started – A successful retirement hinges on how well you manage your income, costs and taxes—and that takes planning. Our advisors will help you assess your current situation and create an investment plan to align with your retirement goals.

Staying on track – Our goals-based planning approach helps you look beyond short-term distractions like market volatility to focus on goals that are 10, 20, or even 30 years down the road.

Nearing retirement – The closer you are to retirement, the more important it is to regularly revisit your plan. We can help you answer key questions such as:

When can I retire?
How long will my money last?
How can I maximize contributions now?

Living in retirement – During retirement, an advisor can help you develop a withdrawal strategy, reduce the effects of taxes, and rebalance your portfolio allocations.

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.