We serve the financial needs of individuals, families, corporations and trusts with global Asset and Wealth Management solutions, in their currency of choice.
Through StateTrust's investment advisors, we provide insight, investment solutions and strive to yield positive real rates of return on our client's capital.
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.
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.