| Philosophy
and Principles |
 |
|
Built
by generations of financiers, StateTrust
Group
is a privately owned, internationally
respected financial institution specializing
in wealth management. Culled from decades
of solid financial experience, our founding
principles start with the belief that
our client’s success is our own.
We believe that a conservative approach,
protected assets and high-quality financial
instruments will ensure that success.
Since
its inception, StateTrust
Group has followed a
simple philosophy: always find the best
solution to preserve and develop wealth,
and do it by following the highest ethical
standard.
Leading
the group is Joseph Turnes’
vision of a conservative, client-centered
enterprise has become StateTrust’s
day-to-day operating philosophy:
“StateTrust
Group has a performance-oriented
focus, while utilizing a conservative
approach, states Mr. Turnes. “The
high value we place on the human aspect
of our client relationships is what
differentiates us. We communicate with
each client regularly, by telephone
or in person, wherever they may be located.
We seek to understand each customer’s
personal profile, to ascertain their
needs, and discuss any changes they
experience in their family situations,
which affect their risk profile.”
| Products
and Services |
|
|
Through
our three divisions -- StateTrust Investments, Inc.
StateTrust
Capital, LLC. and StateTrust
Life and Annuities, LTD. -- StateTrust
Group
offers advisory services, financial
services and products, including:
StateTrust
clients have access to top international
money managers, each with a specific
focus and style and possessing vast
experience in managing both U.S. and
international portfolios. The financial
advice you receive is based on a current
portfolio analysis and an in-depth assessment
of your investment needs.
| Dependability,
Performance and Accountability |
|
|
Financial
decisions require careful deliberation.
StateTrust
Group
understands that our clients entrust
us with their wealth. As a responsive
financial institution, we view each
client’s business as a partnership.
Every transaction is accorded an enhanced
level of privacy. Because we are interested
in developing long-term relationships,
we communicate with our clients regularly,
providing them with performance and
statistical analyses, including:
StateTrust
relies on the latest technology to
keep you informed about the status
of your portfolio at all times.
The
Company 
Managed
Accounts
