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Professional Management Program

Successfully managing a substantial portfolio requires full-time attention. Most investors do not have the time or the ability to monitor markets with regularity, nor do they have the discipline to make changes as conditions warrant. BB&T Scott & Stringfellow's Professional Management Program (PMP) helps you meet your investment goals by establishing a long-term relationship based on trust and mutual respect. Our Financial Advisors are skilled investment professionals who provide quality service and guidance, and relieve you of the responsibility of making day-to-day investment decisions.
 
PMP offers you:

  • Assistance in defining your specific investment objectives. Our state-of-the-art planning tools will help you create an investment plan that allows us to focus on your specific goals and objectives.

  • Personalized service at the highest level. Your Financial Advisor will tailor and manage your account based on the strategy you develop as a team, and is always available to you.

  • Access to BB&T Securities' quality research. Leave complex buy and sell decision-making in the hands of investment professionals.

  • Quarterly performance reviews. Monitor your portfolio return versus your stated investment goals and objectives.

Only a small number of our Financial Advisors have met our rigorous selection requirements to participate in PMP. This select group of Financial Advisors must:

  • Demonstrate the highest level of professionalism over many years.

  • Be selected by senior management.

  • Successfully pass the Uniform Investment Adviser Law Examination.

  • Successfully complete a demanding portfolio management training course or have comparable experience.

To learn more about our Professional Management Program (PMP) and how it may differ from your current investment strategies, please contact your local BB&T Scott & Stringfellow office today.

*Note: In addition to the advisory fees associated with this program, the fees and expenses of the underlying mutual funds and exchange-traded funds still apply. For a prospectus on any of the underlying mutual funds, including information on charges and expenses, contact your Financial Advisor. For a full description of fees and services, please refer to the firm's form ADV Disclosure Documents and Investment Advisory Agreement.