Through our divisions — StateTrust Investments, Inc. and StateTrust Capital, LLC., StateTrust offers a complete line of investment management, advisory services and financial products, that includes:
- Wealth Management.
- Brokerage Services.
- Margin Lending.
- Financial Planning.
- Private Banking & Advisory Services.
- Estate Planning.
- Retirement Planning.
- Trust and Fiduciary Services.
StateTrust clients have access to experienced international money managers that possess vast experience in managing portfolios. These managers have specific focus areas and investment styles and we will help you choose the appropriate managers for your investment objectives. The financial advice you receive is based on an analysis of your portfolio and an in-depth assessment of your investment needs.
- Emphasis on long-term personalized relationship & service.
- Access to a wide range of global products and services.
- Multi-currency investment environment.
- Delivery of Products & Services via State-of-the-Art technology.
- Full access to international multilingual staff.
- Emphasis on immediate execution.
- Detailed monthly account activity statements and reporting.
- Competitive pricing.
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