Goals of Investment

As a Wealth Management company, StateTrust develops portfolios for our clients that feature government and U.S. agency bonds, municipal and state general obligation bonds, corporate bonds, international debt, emerging market debt, and money market vehicles. We employ a variety of investment techniques to create portfolios that satisfy our clients’ fixed-income stated requirements.  
Fixed Income Portfolio Management Factors
Credit Risk
Yield Curve Structure
Duration Risk
Macroeconomic Outlook
Security Diversification*
Special Factor (convertibility and early call & put options)
  * Diversification does not guarantee a profit or ensure against loss.

Fixed Income Best Practices