About StateTrust About StateTrust
Published on: Mar 4, 2016
Transcripts - About StateTrust About StateTrust
FOR IMMEDIATE RELEASE
Financial Planning at StateTrust – Key Element of a sound Wealth Management
StateTrust specializes in providing a complete range of financial products, services and strategies to help
its clients to grow and preserve their net worth, while reaching their investment objectives and financial
Miami, Florida, USA – January 23, 2014 – At StateTrust, planning is the key to helping our clients
successfully protect and grow their wealth. StateTrust delivers ongoing, personalized consulting
services, in order to assist them in making appropriate financial decisions that will help them reach their
StateTrust‘s Financial Planning and advisory services:
Financial planning consists of a series of steps designed to accomplish a financial goal. It is often
referred to as an investment plan and can include or focus on specific areas such as risk management,
college, tax, investment and accumulation goals, retirement and estate planning.
StateTrust has a team of experienced financial professionals that provide customized solutions to help
customers organize their future income and manage their investments to meet their short and longterm goals
Financial planning at StateTrust includes a review of the clients' financial situation and currently held
investments, the design of a portfolio with a mix of diversified holdings to meet client risk adjusted
return objectives and a personalized investment policy statement that outlines the strategic financial
StateTrust’s Financial Planning checklist:
Review client’s current stocks, bonds, insurance policies or real estate holdings.
Analyze cash flows.
Understand the client's legal framework.
Learn personal and family preferences.
Design personalized portfolios.
Recommend asset allocation.
Provide clients with an Investment Policy Statement.
Provide investment advisory services, follow-up and performance reports.
DISCLAIMER: Investors should carefully review the objectives, risks, charges and expenses of any investment company before investing.
Prospectus and, if available, the summary prospectus, contains important information about the investment company. You can contact us to
request our prospectus, which we encourage you to read carefully. The value of your investment may fluctuate, and when redeemed, shares
may be worth more or less than their original cost. Investments in a fund (Investment Company) are not insured or guaranteed by the Federal
Deposit Insurance Corporation or any other government agency. Securities offered through StateTrust Investments, Inc. Member of
SIPC/FINRA. SIPC protection offered only on accounts held at StateTrust Investments, Inc. For more information about SIPC and the protection
it provides, please visit SIPC's website. You may also want to read FINRA's Investor Alert entitled SIPC Protection. Further information regarding
the SEC and its regulatory framework can be found at www.sec.gov.
StateTrust is a privately owned financial institution specializing in wealth and investment management.
It operates in the United States through StateTrust Capital LLC, an investment advisor firm and
StateTrust Investments Inc., a registered broker-dealer., under the regulatory supervision of the U.S.
Securities and Exchange Commission (SEC). StateTrust is also a member of the Financial Industry
Regulatory Authority (FINRA), the Municipal Securities Rulemaking Board (MSRB) and the Securities
Investor Protection Corporation (SIPC).
If you are interested in more information about StateTrust Wealth Management services or for further
information about this release, please contact:
800 Brickell Avenue, Suite 100
Miami, FL 33131