Investment Advisors

Duties of Investment Advisors

StateTrust Account Advisory Team is dedicated to providing personalized services toward client investment preferences.

Our advisors are focused on the following tasks:

  • Administering assets under their supervision in line with the guidelines and goals delineated in their Investment Mandate, Trust Agreement, or risk return profile
  • Show complete investment discretion when it comes to buying, managing, and selling assets in client portfolios
  • Communicate important portfolio organizational changes or firm restructurings such as new ownership, financial upturns or downturns, and organization modifications
  • Exercise caution, and due diligence in preserving client assets:
    • Follow and adhere to securities laws and the regulatory frame work
    • Monitor quality and performance issues

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