About StateTrust About StateTrust

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    16-Aug-2015

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<ol><li> 1. FOR IMMEDIATE RELEASEFinancial Planning at StateTrust Key Element of a sound Wealth Management Strategy 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 January 23, 2014 At StateTrust, planning is the key to helping our clients successfully protect and grow their wealth. StateTrust delivers ongoing, personalized consulting services, in order to assist them in making appropriate financial decisions that will help them reach their goals. StateTrusts Financial Planning and advisory services: Financial planning consists of a series of steps designed to accomplish a financial goal. It is often referred to as an investment plan and can include or focus on specific areas such as risk management, college, tax, investment and accumulation goals, retirement and estate planning. StateTrust has a team of experienced financial professionals that provide customized solutions to help customers organize their future income and manage their investments to meet their short and longterm goals Financial planning at StateTrust includes a review of the clients' financial situation and currently held investments, the design of a portfolio with a mix of diversified holdings to meet client risk adjusted return objectives and a personalized investment policy statement that outlines the strategic financial plan. StateTrusts Financial Planning checklist: Review clients current stocks, bonds, insurance policies or real estate holdings. Analyze cash flows. Understand the client's legal framework. Learn personal and family preferences. Design personalized portfolios. Recommend asset allocation. Provide clients with an Investment Policy Statement. Provide investment advisory services, follow-up and performance reports.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 </li><li> 2. 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.ABOUT STATETRUST 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., under the regulatory supervision of the U.S. Securities and Exchange Commission (SEC). StateTrust is also a member of the Financial Industry Regulatory Authority (FINRA), the Municipal Securities Rulemaking Board (MSRB) and the Securities Investor Protection Corporation (SIPC). 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 ###</li></ol>

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