We endeavor to justify your confidence in us by providing you with: the kinds of portfolios designed to meet your investment objectives, an easily accessible organization, top of the line customer service, exhaustive reports, and constant advisory.

We can address your investment goals with accounts specifically geared towards your special needs. Portfolio diversification* and asset allocation are critical factors in determining your returns and the volatility of those returns.  We put together the best portfolio managers for you based on your investment objectives.

Investing portfolios fall into two main categories:

  • Passive Investing — Investments take on the same risk as the market. Also known as Indexing, this technique focuses on investing in all of the stocks that make up a particular market index (like the S&P 500) or asset class.
  • Active Investing — Investments are selected to outperform the market or an index through different strategies.

Contact your StateTrust financial advisor today to see what services are right for you.

* Diversification does not guarantee a profit or ensure against loss.

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