Integrity
At StateTrust we encourage our staff to act in a consistent manner, according to the values, beliefs and principles that we hold as important and to cultivate these values through the practice of our Code of Ethics.
Due to the nature of the services we offer we are placed in a position of trust and confidence by our clients, which we must preserve, by performing with integrity, honesty and frankness in adherence and respect to the values of the company.
Objectivity
By relying on verifiable data, StateTrust strives to perform and provide services with objectivity; reducing or eliminating biases, prejudices, or subjective evaluations that could affect the provision of services and/or the outcome.
To perform with objectivity requires intellectual honesty and impartiality, all of which are qualities of the services we provide.
Competence
At StateTrust our knowledgeable, skillful and experienced staff provides services to our clients in a competent manner.
We work as a team and learn from our collective experiences, to further enrich and improve our know-how. We are also firm believers in ongoing education, and as such, provide our staff with opportunities for learning.
Fairness
StateTrust embraces the value of fairness. We strive to make reasonable and impartial choices and decisions regarding our day to day operations and our interaction with clients.
We avoid situations and relationships were conflicts of interests might exist. We also have in place anti-corruption and anti-bribery policies, to help promote a healthy work environment with honest business practices.
Confidentiality
At StateTrust we manage information and data from our clients, financial and other, which we handle in a strictly confidential manner. Not only have we taken measures to protect our data repositories, but we also abide to a policy of non disclosure of any confidential client information without their specific consent.
Our clients can feel comfortable knowing that information supplied to us will be confidential, and that helps us foster better relationships.
Professionalism
Due to the nature of the services we provide, it is important that we reflect a professional image that our clients can feel comfortable with. We encourage all our staff to conduct themselves in a professional manner by acting in adherence to StateTrust’s Code of Ethics and that of their profession, inside and outside of the workplace, as a reflection of the way in which we conduct business.
Diligence
At StateTrust we aim to provide a diligent service in compliance with our manuals and checklists of procedures and attached to the principles of promptness and thoroughness.
Our agents, advisors and planners strive to offer our clients fast and well thought out solutions to their financial needs.
- To advice, guide, serve our customers with the sole purpose of preserving and growing their net worth.
- StateTrust is a Global Wealth Management organization built to meet your investment management, financial planning, and succession planning needs.
To calculate performance, the following factors are used by StateTrust investment advisors:
| Standard deviation: | Also known as volatility. Variability of individual returns from the average or median. |
| R2: | Details if the stock or portfolio and the market benchmark are positively or negatively correlated or uncorrelated. |
| Alpha: | Estimates return (adjusted for the risk taken) relative to the market (i.e. S&P 500) (positive alphas mean returns are higher than the market index for that level of risk) |
| Beta: | Assesses the volatility of returns (and correlation) versus the market (i.e.S&P 500) |
| Sharpe ratio: | Calculates return (adjusted for the risk taken) against a benchmark |
| Geometric returns: | Should be estimated across multiple years. The geometric average rate of return calculated over n years is also known as the annualized return. |
Links of interest: