Investment Steps

CUSTOMER PROFILE ANALISYS
check Review of assets and liabilities.
check Evaluation of income and outflows.
check Evaluation of personal preferences and legal situation.
FORMALIZED INVESTMENT STRATEGY
check Define long term goals.
check Asset allocation.
DESIGN OPTIMUM PORTAFOLIO
check Portfolio model based on customer profile.
IMPLEMENTATION
check Create diversified portfolio.
MONITORING
check Continuous portfolio supervision.
check Creation of detailed monthly account statements.
check Review of changes to customer profile.
check Portfolio adjustments to reflect changes in market and customer profile.

INVESTMENT PLANNING

StateTrust International Bank & Trust, LLC. provides direct access to a full array of investment consulting services, innovative products, and an international platform of money managers.

Our technology and global access enable you to participate in multi-currency investments in diverse markets, through a centralized platform that encompasses safe-keeping and execution with the solid support of a bank of worldwide renown.

Investment Planning includes:

Based on each individual’s investment requirements and risk profile, a personalized strategy is developed and executed for optimum allocation of funds. Once this is completed, StateTrust International Bank & Trust, LLC. implements, monitors, and adjusts the strategy to ensure the plan meets your objectives.

The following Table describes possible asset allocation strategies for different investment objectives and levels of risk tolerance.

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Based on the unique investment requirements and risk profile of each client, a tailor-made investment allocation strategy is determined and implemented. Once completed, StateTrust International Bank & Trust, LLC. implements and monitors the strategy to make sure the plan stays on track and provides clients with:

* These services offered through affiliates of the Bank specialized in these areas.