Excellence in Service through Private Wealth Advisors

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Excellence in Service through Private Wealth Advisors

StateTrust specializes in providing a complete range of financial products, services and strategies to help its clients to grow and preserve their net worth, while reaching their investment objectives and financial goals.

Miami, Florida, USA – March 21, 2014 – At StateTrust, Private Wealth Advisors will work with the client to understand their current needs and craft a customized strategy to build, manage, preserve and transfer their wealth.

StateTrust’s advisors can structure a comprehensive investment and wealth plan based on the client’s financial requirements and goals that includes asset allocation among stocks, bonds, real estate, and alternative investments, advanced performance reporting, cash management and deposits, foreign exchange services, credit and financing solutions.

StateTrust's is committed to service excellence for its clients by:

  1.  Providing an adequate rate of return above inflation that is consistent with client investment and risk objectives.
  2.  Designing a portfolio with a mix of diversified holdings that may include cash, bonds, stocks, mutual funds and structured products and takes into account each client's particular financial needs, risk tolerance and investment requirements.
  3.  Selecting experienced Money Managers from the most talented and proven individuals in their fields.


StateTrust is a privately owned financial institution specializing in wealth and investment management. It operates in the United States through StateTrust Capital LLC, an investment advisor firm and StateTrust Investments Inc., a registered broker-dealer.

If you are interested in more information about StateTrust Wealth Management services or for further information about this release, please contact:

StateTrust Group

800 Brickell Avenue, Suite 100

Miami, FL 33131

(305) 921-8100


DISCLAIMER: Investors should carefully review the objectives, risks, charges and expenses of any investment company before investing. Prospectus and, if available, the summary prospectus, contains important information about the investment company. You can contact us to request our prospectus, which we encourage you to read carefully. The value of your investment may fluctuate, and when redeemed, shares may be worth more or less than their original cost. Investments in a fund (Investment Company) are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Securities offered through StateTrust Investments, Inc. Member of SIPC/FINRA. SIPC protection offered only on accounts held at StateTrust Investments, Inc. For more information about SIPC and the protection it provides, please visit SIPC's website. You may also want to read FINRA's Investor Alert entitled SIPC Protection. Further information regarding the SEC and its regulatory framework can be found at www.sec.gov.