Friday, August 22, 2014
Tuesday, August 12, 2014
Wednesday, May 21, 2014
Wednesday, April 23, 2014
Experience Diamond Service with an International Account from StateTrust
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 – April 22, 2014– StateTrust
caters to the client’s financial needs using a state-of-the-art platform
connected to all major market centers, through a variety of direct market
access solutions, delivering an accurate and efficient operation by offering
integrated, multilingual, multi-currency capabilities, including reporting and
trading services.
StateTrust
international accounts allow clients to take advantage of multiple investment
alternatives. For instance, they can maintain assets in a total cash account or
opt to borrow funds against the value of eligible securities (stocks, bonds) at
highly competitive interest rates. Also,
these accounts provide flexible cash management features such as choice of multi-currency tax exempt money market
funds, tax free interest income, tax free capital gains, automatic dividend, income, and capital gains
re-investment capabilities. It is our recommendation that you consult a tax
advisor in non-US tax regulatory systems, regarding this type of investments.
StateTrust’s international accounts provide unlimited check books, a Visa card, easy access
to collateral loans for the client’s investment portfolio, standby letters of
credit, and money transfers to anywhere in the world, while enabling clients to
invest in US corporate
investment grade bonds, US corporate high yield bonds, emerging markets
corporate bonds, emerging markets sovereign bonds, international bonds in local
currency, and bonds denominated in G10 currencies.
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: StateTrust is a privately owned
financial institution specializing in wealth and investment management. The
company is a member of the Financial Industry Regulatory Authority (FINRA), the Municipal Securities
Rulemaking Board (MSRB)
and the Securities Investor
Protection Corporation (SIPC). 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). 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. 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.
Tuesday, April 15, 2014
StateTrust’s Diamond Service
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 – April
14, 2014 – At StateTrust we
believe that communication is the only way to guarantee best-in-class customer
service. We build solid and clear partnerships with our customers by
generating and placing an emphasis in continuous communication. We call
this standard of service The Diamond
Service.
The Diamond Service is a standard that we defined after researching,
identifying and understanding the main drivers to please our customers.
The main factors for our standard are:
·
Response
Time.
·
Product
Knowledge.
·
Relationship
with StateTrust advisor(s).
We have a methodology
that sets goals, tracks and measures results through surveys and customer
feedback. Periodically we review benchmarks and look for the latest
service trends to improve our customer service. Some of the forms of
communication we have available are:
·
Electronic
platform (available 24/7).
·
Bilingual
call center (card services available 24/7).
·
Live
chat.
·
Local
representatives in several countries and continents.
·
Monthly newsletters
and News Links on our website.
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
Friday, April 4, 2014
StateTrust provides Efficiency and Reliability on Equity Trading
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.
StateTrust’s sales and trading team works
closely with clients to help them pursue their investment objectives while
providing the most efficient execution.
The
company’s dedicated trading
desk investment professionals provide exceptionally personal support in working
orders, managing large trades and serving the unique needs of its clients.
Clients may also submit their orders electronically, including block trades and
order flow to be routed based on their criteria.
The equity trading service provides clients with:
·
Execution expertise across securities, listed
and over the counter (OTC), ranging from American Depository Receipts to
exchange-traded funds (ETFs).
·
Electronic platforms to meet their investment
objectives.
·
Equity Market trading in nearly 7,500
over-the-counter listed and preferred issues worldwide.
·
Foreign Equity Desk execution capabilities on
more than 30 markets, with settlement in local or U.S. currency.
·
Specialized foreign exchange desk expertise
in more than 20 currencies and support for spot transactions, forward
transactions and cross-currency trading.
The support desk offers expert assistance in a range
of specialized areas such as non-U.S. dollar transactions and electronic orders,
trading more than 7,500 securities worldwide, using state-of-the-art
quantitative models and StateTrust’s extensive network of more than 90
counterparty dealers.
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 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 protections
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. Neither the SEC nor FINRA endorse or approve the
statements made herein and are not responsible for independent actions taken by
financial firms.
StateTrust’s Code of Ethics
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 – April 4, 2014 – At StateTrust there is a set of ethical principles that they apply to all of their services. This Code of Ethics is what guides the company to always do right by and for its clients.
First and foremost, StateTrust understands that trust from the customers
can only be achieved by performing with INTEGRITY at all times.
StateTrust encourages its staff to act in a consistent manner,
according to the values, beliefs and principles that they hold as important and
to cultivate these values through the practice of the Code of Ethics. Due to
the nature of the services offered, StateTrust is placed in a position of trust
and confidence by the clients, which must be preserved by performing with
integrity, honesty and frankness in adherence and respect to the values of the
company.
StateTrust believes in the importance of building solid relationships
with customers but never forgetting that it is accountable for fact-based and
OBJECTIVE decision making.
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 provided.
A multidisciplinary team of professionals, decades of financial
experience of the staff and their quest for continuous education allows to
deliver services with COMPETENCE.
At StateTrust the knowledgeable, skillful and experienced staff provides services to
clients in a competent manner, working as a team and learning from the
collective experiences to further enrich and improve the know-how. StateTrust
is also a firm believer in ongoing education, and as such, provides its staff
with opportunities for learning.
StateTrust has zero tolerance for situations
where FAIRNESS could be compromised. They value their customers and put great
emphasis on keeping their trust and in securing their CONFIDENTIALITY.
StateTrust embraces the value of fairness, striving to make
reasonable and impartial choices and decisions regarding their day to day
operations and interaction with clients. StateTrust avoids situations and
relationships were conflicts of interests might exist. They also have in place
anti-corruption and anti-bribery policies, to help promote a healthy work
environment with honest business practices.
At StateTrust, a lot of the
client’s information and financial data is managed, which is handled in a
strictly confidential manner. Not only have they taken measures to protect the
data repositories, but they also abide to a policy of non disclosure of any
confidential client information without their specific consent. Their clients
can feel comfortable knowing that information supplied to them will be
confidential, and that helps foster better relationships.
Conducting business with PROFESSIONALISM and keeping a professional
relationship with the customers, inside or outside the workplace, is a key
operating factor.
Due to the nature of the services provided, it is important to present a
professional image that clients can feel comfortable with. The staff is
encouraged 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.
StateTrust strives to make sure all checklists and service procedures are
accomplished, as a DILIGENT path to servicing the customer.
At StateTrust the aim is to
provide a diligent service in compliance with the manuals and checklists of
procedures and in adherence to the principles of promptness and thoroughness. Agents,
advisors and planners strive to offer the clients fast and well thought out
solutions to their financial needs.
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
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 protections
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. Neither the SEC nor FINRA endorse or approve the
statements made herein and are not responsible for independent actions taken by
financial firms.
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