At StateTrust, our leitmotif is preserving and growing our customers’ net worth through a global financial advisors and wealth managers network, offering:
- Comprehensive wealth management solutions.
- Global asset allocation & diversified portfolios.*
- Tax efficient portfolios.
- Strive to attain a 3% to 4% annualized total return above inflation.*
- Benchmarked performance accounting and reporting.
From our initial contact with clients, we ensure completion of all the necessary steps to understand and evaluate their needs, situation, global risks and unique investment requirements.
We provide advice on how to build and preserve your assets through personalized financial services with emphasis on advisory excellence, asset quality, portfolio diversification, timely execution, integrity and effective communication.
* Diversification does not guarantee a profit or ensure against loss. StateTrust will attempt to provide positive annual returns but does not guarantee a profit or ensure against loss.