Strategy

SunTrust Investment Services Opts For Kingfisher's Global Tactical Series

Eliane Chavagnon Reporter 7 December 2012

SunTrust Investment Services Opts For Kingfisher's Global Tactical Series

SunTrust Investment Services, the investment advisor and broker-dealer affiliate of SunTrust Banks, has selected Kingfisher Capital's Global Tactical Series range.

William Grasty, director of institutional marketing, said the Global Tactical Series provides investors and their advisors with "all-in-one" portfolio solutions, bringing the "endowment model" to the individual investor.

Clients have a choice of four global, multi-asset allocation profiles: conservative, balanced, moderate and growth.

Kingfisher said each portfolio strategy consists of a diversified core asset allocation and a tactical component, allowing managers to raise cash, rotate into "safe-haven" assets during periods of market stress, or overweight sectors/themes that may provide enhanced return opportunities.

"We believe the era of unrestrained, Western credit expansion and domestic-only investment strategies has come to an end," said Alex Miles, chief investment officer.

Kingfisher Capital is an independent money management and advisory firm working with advisors, consultants and other institutional investors, as well as private investors.

 

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