1. FOR IMMEDIATE RELEASE
Investment Planning at StateTrust is a Key Element of a sound Wealth
Management Strategy
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 – January 23, 2014 – At StateTrust, Wealth Management is our area of expertise.
We dedicate ourselves to protecting and growing wealth, providing our clients with personalized service
and advising them towards reaching their short term and long term investment objectives. Planning is
the key to successful investing.
Investment planning at StateTrust begins after reviewing the short and long-term goals of the client,
when they proceed to:
1. Analyze Current Position, assessing the client’s current range of investments.
2. Formalize Investment Policy, formulating a precise, clear-cut Investment Policy Statement
which provides investing guidelines and outlines an asset allocation policy for investments,
among other things.
3. Design an Optimal Portfolio, creating a plan that reflects the goals and aspirations.
4. Implementation, designating alternative structures for money managers and organizing custody
and brokerage services.
5. Monitoring the Strategy. The client portfolio is under constant supervision to periodically
review the risk profile and adjust the portfolio if the client experienced any significant changes
in their financial situation. The client also receives monthly statements on holdings and
transactions.
DISCLAIMER: Investors should carefully review the objectives, risks, charges and expenses of any investment company before investing.
Prospectus and, if available, the summary prospectus, contains important information about the investment company. You can contact us to
request our prospectus, which we encourage you to read carefully. The value of your investment may fluctuate, and when redeemed, shares
may be worth more or less than their original cost. Investments in a fund (Investment Company) are not insured or guaranteed by the Federal
Deposit Insurance Corporation or any other government agency. Securities offered through StateTrust Investments, Inc. Member of
SIPC/FINRA. SIPC protection offered only on accounts held at StateTrust Investments, Inc. For more information about SIPC and 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 found at www.sec.gov.
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, under the regulatory supervision of the U.S.
Securities and Exchange Commission (SEC). StateTrust is also a member of the Financial Industry
Regulatory Authority (FINRA), the Municipal Securities Rulemaking Board (MSRB) and the Securities
Investor Protection Corporation (SIPC).

2. 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
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