At StateTrust our clients are a vital part of the money managing process. We want you to develop a clear understanding of your own particular investment philosophy as well as your tolerance for risk. We send you periodic reviews and reports that help you grasp our philosophy and investment style.
Quarterly performance numbers alone are not enough for a thorough analysis of performance. It is imperative to have a knowledgeable financial consultant in place, whose primary objective is your financial success, that can guide you through performance analysis and portfolio allocation.
With your input, we can provide an ongoing review of:
- Risk Return Profile.
- Personal Preferences.
- Volatility Acceptance.
- Investment Time Horizon.
- Performance Benchmarking.
- Communication Style.
- Jurisdiction and tax concerns.
Links of interest: