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.

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Example Image StateTrust, a privately held, Investment and Wealth Management Firm 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          

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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