1. FOR IMMEDIATE RELEASE
Equity Management at StateTrust: Stocks
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 5, 2014 – At StateTrust, the equity trading desk provides expert assistance
to its individual and institutional clients in dealing with more than 7,500 securities from around the
world, in both local and foreign currency.
Equities include stocks or any other security representing an ownership interest.
What is a stock? A stock is a financial security that represents a unit of ownership in a specific
corporation. This ownership is documented by the issuance of stock certificates in electronic or physical
format. Individuals or companies that have a stake in the corporation are known as shareholders.
A corporation may issue different types or classes of shares, each having distinctive ownership rules,
privileges, or share values. Common stock typically carries voting rights that can be exercised in
corporate decisions, preferred stock typically does not carry voting rights but is legally entitled to receive
dividend payments before any dividends can be issued to other shareholders and have preference over
common shareholders in the event of liquidation or bankruptcy and convertible preferred stock is a
preferred stock with an option for the holder to convert the preferred shares into a fixed number of
common shares, usually anytime after a predetermined date at a fixed price.
The benefit of owning stocks has been historically higher returns compared to other assets, however,
these higher returns and long-term growth is accompanied by a higher risk. When developing a portfolio
asset-allocation policy, it is important to understand the risk/return relationship of the assets being
considered.
How a stock actually performs depends on underlying business and market conditions. Companies have
good and bad years, often making returns volatile.
At any point in the economic cycle, various segments of the economy may be doing better or worse than
others. This may be true globally, regionally or by country. Analyzing these trends and buying stock in
companies that specialize in different business segments and activities - like manufacturing, energy and
telecommunications - may provide diversity to investment portfolios.
Stocks from companies in industries that greatly differ from each other in terms of business activity can
react similarly to changes in the economy. For example, cyclical stocks, like retail and travel, are
sensitive to the economic cycle because in tight economic periods, consumers are less likely to spend
money on non-essential items.

2. On the other hand, defensive stocks represent necessary items, like food, gas and medicine, and tend to
change very little with the economic cycle because consumers are likely to continue buying them even in
tough economic times.
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
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 co ntact 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.