Draft press release - state trust - private wealth management
1. FOR IMMEDIATE RELEASE
Excellence in Service through Private WealthAdvisors
StateTrust specializes in providing a complete range of financial products, services and strategies to help
its clients to grow and preserve their net worth, while reaching their investment objectives and financial
goals.
Miami, Florida, USA – March 21, 2014 – At StateTrust, Private Wealth Advisors will work with the client
to understand their current needs and craft a customized strategy to build, manage, preserve and
transfer their wealth.
StateTrust’s advisors can structure a comprehensive investment and wealth plan based on the client’s
financial requirements and goals that includes asset allocation among stocks, bonds, real estate, and
alternative investments, advanced performance reporting, cash management and deposits, foreign
exchange services, credit andfinancing solutions.
StateTrust'sis committed to service excellence for its clients by:
Providing an adequate rate of return above inflation that is consistent with client investment and
risk objectives.
Designing a portfolio with a mix of diversified holdings that may include cash, bonds, stocks, mutual
funds and structured products and takesinto accounteach client's particular financial needs, risk
tolerance and investment requirements.
Selectingexperienced Money Managers from the most talented and proven individuals in their
fields.
ABOUT STATETRUST
StateTrust is a privately owned financial institution specializing in wealth and investment management.
It operates in the United States through StateTrust Capital LLC, an investment advisor firm and
StateTrust Investments Inc., a registered broker-dealer.
If you are interested in more information about StateTrust Wealth Management services or for further
information about this release, please contact:
StateTrust Group
800 Brickell Avenue, Suite 100
Miami, FL 33131
(305) 921-8100
www.statetrust.com
2. DISCLAIMER: Investors should carefully review the objectives, risks, charges and expenses ofany investment company before investing.
Prospectus and, ifavailable, thesummary prospectus, contains important informationabout the investment company. You cancontact us to
request our prospectus, which we encourage you to read carefully. The value ofyour investment may fluctuate, and when redeemed, shares
may be worth more or less than their original cost. Investments ina fund (Investment Company) are not insured or guaranteed by the Federal
Deposit Insurance Corporation orany other government agency. Securities offered through StateTrust Investments, Inc. Member of
SIPC/FINRA. SIPC protection offered only on accounts heldat StateTrust Investments, Inc. For more informationabout SIPCand the protection
it provides, please visit SIPC's website. You may also want to read FINRA's Investor Alert entitled SIPC Protection. Further information regarding
the SEC and its regulatory framework can be foundat www.sec.gov.
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