Mission Statement
- Local financial advisors, representatives and wealth managers - Global Presence.
- To provide personalized service with emphasis on immediate execution.
- Focused on performance and total return above inflation.
- To conduct our business and professional affairs ethically and with integrity.
- Best of breed wealth management products & services.
- Multi-currency transactions, custody & customer statements.
- Maintain conservative corporate financials and balances.
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Description
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.
- 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 manage 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 strives to provide our clients with positive inflation and benchmark adjusted returns by account, but does not guarantee a profit, ensure against loss nor guarantee positive performance against inflation or account benchmarks.