StateTrust

Wealth Management

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Our consultative process serves to evaluate our client's financial needs and priorities resulting in comprehensive advice that addresses wealth issues.

Learn more about our products and services.

StateTrust

Example Image StateTrust, a privately held, Investment and Wealth Management Bank catering to high net worth individuals, with a range of advisory, brokerage, FX   and private banking services (succession and trusts).

Global Presence

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We serve the financial needs of individuals, families, corporations and trusts with global Asset and Wealth Management solutions, in their currency of choice.

 

  • Global Execution          
  • Custody
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Private Client Group

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Through StateTrust's investment advisors, we provide insight, investment solutions and strive to  yield positive real rates of return on our client's capital.

 

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Electronic Platform

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StateTrust Electronic Platform provides immediate access to: account summary, performance, holdings, order status, account history, transaction reporting, tax center, market information and portfolio statements.  We are committed to a Web enabled, state-of-the-art, client centered, secured environment.

 

Internet Access               Electronic Quotes

Multi-Currency Investments

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We structure client portfolios to follow a customized global asset allocation guideline allowing them the benefits of geographical, asset class, sector, and currency diversification.  StateTrust  managers offer investment expertise, and monitor and re-balance investments to meet our client's profile.

 

Global Asset Allocation

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