| Performance
Reports |
 |
|
‘Click
here to see an actual Performance Report’
Monthly
Performance Reports
| |
 |
Evaluate
how your holdings are doing every
month relative to the investment
strategy we developed for you |
| |
|
Outline
costs and transactions
|
| |
|
Compare
your portfolio’s performance
to industry indices
|
Quarterly
Performance Reports
| |
|
Delineate
investment goals and make modifications
if necessary |
| |
|
See
if any withdrawals will be due
next quarter; assure that cash
flow is enough
|
| |
|
Determine
if contributions will be made
next quarter
|
| |
|
Compare
your portfolio’s performance
against the market and other money
managers |
| |
|
Clear
up discrepancies in listing of holdings/transactions |
Annual Performance
Reports
| |
|
Establish
performance results for short-term
investing and cash flow management |
| |
|
Examine
managers’ brokerage and
trading, including trading quality,
portfolio turnover, and commission
costs
|
| |
|
Look
at manager’s organizational
structure for important changes
corporate/capital structure, investing
style/process, brokerage affiliation/practices,
and staff
|
| Fixed
Income Reports |
|
|
‘Click
here to see an actual Fixed Income Report’
Monthly Performance
Reports
| |
|
Analyze
the current market value of holdings
|
| |
|
List
previous month’s expenditures
and transactions
|
| |
|
Match
portfolio’s performance
against money managers’
investment strategy
|
Quarterly Performance Reports
| |
|
Track
performance of assets in the portfolio |
| |
|
Compare
money managers’ performance
against benchmarks outlined in
investment policy document
|
Annual
Performance Reports
| |
|
Determine
if investment goals are being
met |
| |
|
Explore
effectiveness of investment strategy
|
| |
|
Suggest
options for gaining returns
|
| Internet
Access |
|
|
StateTrust
offers
Internet access for our account holders
24 hours a day, every day. Whether you
are at home or away for business or
vacation, you can log in at anytime
to check on the status of your account(s)
with us:
Clients
with International Accounts can track
their checking activity plus the charges
on their Platinum MasterCard™
Debit Cards.
If
you are a client log in here.
| Private
Banking |
|
|
In
our Private Banking division, our focus
rests solely on our clients. We work
hard to anticipate your needs and create
a relationship with you beyond just
being your banker. Your interests are
our top priority. We offer you:
The
Company 
Managed
Accounts
