Duties of Investment Advisors
StateTrust Account Advisory Team is dedicated to providing personalized services toward client investment preferences.
Our advisors are focused on the following tasks:
- Administering assets under their supervision in line with the guidelines and goals delineated in their Investment Mandate, Trust Agreement, or risk return profile
- Show complete investment discretion when it comes to buying, managing, and selling assets in client portfolios
- Communicate important portfolio organizational changes or firm restructurings such as new ownership, financial upturns or downturns, and organization modifications
- Exercise caution, and due diligence in preserving client assets:
- Follow and adhere to securities laws and the regulatory frame work
- Monitor quality and performance issues
Links of interest: