Draft Fixed Income Managed Account: Capital Preservation and Stable Returns without the Added Risk.press release - state trust - fixed income managed account

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Information about Draft Fixed Income Managed Account: Capital Preservation and Stable...

Published on February 27, 2014

Author: statetrustinvestments

Source: slideshare.net


StateTrust Investments - Portfolio Managment

FOR IMMEDIATE RELEASE Fixed Income Managed Account: Capital Preservation and Stable Returns without the Added Risk. 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 – February 25, 2014 – Fixed income managed accounts offer principal preservation, predictable returns and a rate higher than similar options without proportionately increasing risk. These accounts are generally composed of high quality, diversified portfolios. At StateTrust, there are vast options of diversified portfolios which include: US Government & Agencies Program Bonds from the US government and assorted government agencies (US treasury securities and federal agency bonds) are among some of the safest ones, since the US government is considered to have one of the best sovereign credit risks. For steady, stable returns over time, this is one of the best options. Investment Grade Program This program is especially designed to control risk and offer diversification. It invests only in bonds from a variety of North American and foreign companies and from the US Treasury/US Government agencies that have an average risk rating of BBB- (S&P ratings), or Baa (Moody’s ratings). International Program StateTrust’s international program looks to invest 70% of the client’s portfolio in investment grade securities issued by the US government and various corporations in various industries and sectors. The other 30% is placed in paper denominated euro issues. This process allows for low risk and strong diversification. StateTrust analyzes international economies and political environments to discover the best placement for assets. Euro Program The euro program provides the opportunity to invest assets in euro bonds. These investment grade bonds comprise sovereign debt and a host of corporate securities as well. Emerging Markets Program The emerging markets program looks to take advantage not only of US investment grade securities but also to offer some exposure to developing countries. This would include securities from an assortment of governments and corporations. StateTrust researches and analyzes different emerging economies and environments to determine the best opportunities. 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 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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