The products and services we offer at StateTrust are created for you. With your needs, your goals, and your results in mind at all times. Careful planning can give you the results you desire and financial peace of mind. And that takes precedence with us. Rest assured that our financial expertise has you well covered at every turn:

		Financial Planning
		Private Banking
		Wealth Management
		Estate Planning
		Trust Services
		Retirement Planning

From portfolio management to investment planning to experienced international money managers, we have the resources to help you improve your financial condition.

Acquisition/Marketing

Relationship Management

Client Profiling/Risk Assessment

Investment Advisory/Product Selection

Investment Guidelines/Strategic Asset

Allocation/ Reference Currency/ Benchmarks/Restrictions

Investment Decisions/Tactical Asset Allocation/Stock Selection

Client Reporting/Portfolio Valuation/Performance Calculation

Implementation/Execution and Support (Research)

Custody Services

StateTrust develops clients’ risk profiles, creates investment plans and chooses products, manages assets, and builds a relationship with each client.

Core Services
Electronic Banking
Online Research
Investment Products
Investment Solutions
Wealth Management
Trust Services

For Our Clients

		StateTrust Investment Funds
		International Funds
		StateTrust Portfolio Management
		StateTrust Managed Funds Portfolio
		StateTrust Active Advisory
		StateTrust Active Trading Intermediaries
		Customized solutions
		Financial planning
		Securities plus financial services and products
		Private banking for international clients
		Relationship Managers
		Financial reporting
		E-portfolios; e-statements; e-forms
		Online research

Fund Structure

At StateTrust we give our clients a varied assortment of funds from well-known fund managers. We have:

		More than 50 partners—management groups, insurers, banks
		More than 1,000 investment funds—over all categories

Pricing

		Fee-based financial planning
		Volume markdown

Checking Privileges

As long as you maintain an International Account with us, there is no limit to the number of checks that you can write every month. Along with this there are no usage charges per check and no minimum amount on checks. So you get all the versatility you need in an account without having to worry about incidental fees for basics like checking.

Features	StateTrust International Account	Regular Savings Accout
“Premiere” account statements. Detailed monthly analysis of account performance, allowing you to compare your portfolio results month to month.
Automatic re-investment of your money. Maximizing your account yield.
Fund transfers. Flexibility to transfer funds in to and out of your account at any time.
Checking account. No limits on number of checks written. No check-writing fees. (No minimum account balance required.)
Platinum MasterCard. Worldwide access to your money without credit applications.		(varies by bank)
Electronic banking. Eliminates the need to write and mail paper checks.		(varies by bank)
Securities held at StateTrust Investment, INC. Protected up to $500,000. SIPC (Securities Investor Protection Corporation), including US$ 100,000 for claims for cash. See link on top of the page for more details.
Credit cards. Obtain credit cards without needing to convert your portfolio to cash.
Private banking relationship manager
Continuous account monitoring