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StateTrust Capital, LLC

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StateTrust Capital, LLC

Mission statement:

At StateTrust, our leitmotif is preserving and growing our customers' net worth through a global financial advisors and wealth managers network, offering:

   Comprehensive wealth management solutions.
   Global asset allocation & diversified portfolios.*
   Tax efficient portfolios.
   Strive to attain a 3% to 4% annualized total return above inflation.*
   Benchmarked performance accounting and reporting.

From our initial contact with clients, we ensure completion of all the necessary steps to understand and evaluate their needs, situation, global risks and unique investment requirements.

We provide advice on how to manage your assets through personalized financial services with emphasis on advisory excellence, asset quality, portfolio diversification*, timely execution, integrity and effective communication.

Overview:

StateTrust is a privately owned, financial institution specializing in wealth and investment management. Garnered from decades of solid financial experience, our founding principles start with the belief that our client's success is our own. We believe that a global asset allocation, well diversified assets and high-quality financial instruments will ensure that success.

Since its inception, StateTrust Group has followed a simple philosophy: always find the best solution to preserve and develop wealth, and do it by following the highest ethical standard.

Our Group's focus is in providing a premier level of services in the areas of Wealth Management and Investment Banking, that caters to high net worth individuals, providiing them with a wide range of advisory, brokerage, FX and private banking services (succession and trusts).

History:

The StateTrust Group's successful history is framed within its gradual development as a global financial service provider.

It was founded in the United States as an investment and wealth management firm. It operates through two companies: StateTrust Investments (a Broker-Dealer firm) and StateTrust Capital (a registered Investment Advisory firm). In response to our clients' needs, it grew into a group of companies aimed at providing comprehensive services for the wealth-related needs of individuals, families, and organizations.

From our inception, we have established a worldwide presence, functioning on a global scale by utilizing an extensive network of affiliates and representatives around the world who are positioned to provide local and immediate service to our clientele.

Headquartered in Miami, Florida, United States; our Group has remained focused on both sides of our clients' balance sheet; placing emphasis on financial advice to preserve, enhance and transfer wealth to future generations. Our core products and services include:

   Wealth Management.
   Brokerage Services.
   Margin Lending.
   Financial Planning.
   Private Banking & Advisory Services.
   Estate Planning.
   Retirement Planning.
   Trust and Fiduciary Services.
   Annuities and Life Insurance.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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