Summary of Products & Services
- Wealth Management
We work closely with our clients, gathering necessary information to understand their unique financial needs in order to construct a comprehensive long-term relationship and provide a series of individualized recommendations to meet their financial objectives. - Financial Planning
StateTrust provides personalized financial planning tools and services which include cash flow management, education and retirement planning, estate planning, business succession planning (for business owners) and risk management. - Managed Accounts
Our managed money program is designed to meet your personal investment objectives. Our professional money managers are specialized by asset classes (i.e fixed income, equities, commodities) and investment styles (i.e corporate debt, emerging debt, fixed income multicurrency program , large cap, mid cap, small cap stocks and international securities). - Money Managers
StateTrust supports a large database of the world's most qualified money managers across more than 20 asset classes. Managers are screened and selected based on their investment style, risk adjusted returns and relative performance vis a vis their corresponding specialized benchmarks. - Fiduciary Services
StateTrust provides counsel on the creation, legal organization, management and transfer of inheritance assets. - Multicurrency Investments
Our investment advisers and currency trading desk can help you execute foreign exchange transactions (i.e buy/sell most major currencies), as well as execute, trade and custody investments in different currencies. - Fixed Income Investments
StateTrust's fixed income desk deals in all major regions of the world. We maintain inventories and trading capabilities in corporate debt (investment grade and high yield), municipal bonds, government and agency bonds, emerging market debt and preferred shares (denominated in most major currencies).
Summary of Products & Services
- ETFs
We offer trading capabilities and investment information on nearly 600 ETFs (fund profile, performance, holdings, news and expense information). - Mutual Funds
StateTrust maintains distribution and selling agreements with most mutual fund families and investment companies. We service and trade a wide array of mutual funds and share types. - Stocks
Our equity desk trades thousands of securities around the world denominated in USD and foreign currencies. We service individual as well as institutional clients. - Alternative Investments
Our non-traditional investment products and services include financial assets such as private equity offerings, hedge funds and financial derivatives. Some of the benefits of these programs include low correlation characteristics over the long term to traditional investments. - Retirement Accounts
Retirement products include Traditional, Roth and Rollover IRAs, plus IRA checking. Corporate retirement products include 401K and Profit Sharing. - Educational Accounts
StateTrust offers prepaid tuition and college savings plans (529 Plans). Benefits include tax deferred growth and distribution for the beneficiary's college costs are exempt from tax. Additionally, the donor maintains control of the account. Assets in a 529 plan can be reclaimed by the donor (subject to income tax and a 10% penalty on any gains).
Our company's customer value proposition is focused and primarily weighted on immediate response time, follow-up on open issues and an effective resolution of your requests. Clients can communicate their needs through several channels:
- Personal Contact
- Call Center
Two-way comunication between the client and StateTrust.
You also have a Live Chat to get on line answers to your concerns. - Internet Access
Our state-of-the-art platform gives you account, investment information and activity history as well as tax and other reports. Log in now - Electronic Communications
Through our specialized departments you can contact us as
A meeting with a licensed officer to review your accounts and any other concerns.
| Purpose | |
|---|---|
| services@localhost | For concerns and questions related to : account information, client profile and changes. |
| debits@localhost | Use this e-mail if you need to submit wire transfer orders or account journals. |
| internet@localhost | Communicate internet access and other issues. |
| You can notify us of problems/questions regarding the use of your debit card or checkbook. |