FOR IMMEDIATE RELEASE

The Portfolio Management Process at StateTrust, a TRIED AND TRUE COURSE FOR SUCCESS

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 20, 2014 – The investment and portfolio management process at

StateTrust starts by defining the client’s financial goals, then they determine an investment allocation

strategy, choose the right financial vehicles, select an appropriate money manager with the expertise to

advice on portfolio management decisions and finally, design a portfolio that encompasses the right mix

of assets to suit the client’s financial needs and tolerance for risk.

To create a financial profile we match the following investment parameters with the client’s specific

investment goals and objectives:

Risk tolerance level: The amount of risk the client is willing to take as an investor. Generally, higher

returns imply a higher amount of risk.

Time Horizon: Defining the amount of time available to reach a financial objective is critical in

determining the investment vehicles used to attain that goal.

Liquidity: If the client might need to cash out a significant portion of their investments in a short time

period, it is important to look at the ability to convert the investment into cash at any point without

having to sell it at a significant discount from its current market price.

Income Tax Considerations: Investment selection can be influenced by the client’s tax bracket, available

tax credits, amounts and types of income, deductions and depreciation.

Expected Return on Investment: Based on historical information of returns for different asset classes.

Since past performance does not guarantee future performance, the difference between historical

returns and actual returns could be significant.

Systematic Risk: The risks that cannot be reduce or eliminate, such as Inflation, marketplace, interest

rate, politics and regulations.

Unsystematic Risk: Company-specific or industry-specific risk in a portfolio. It can be significantly

reduced or eliminated through diversification.

Minimum Required Rate of Return: The amount of return necessary to warrant a purchase. This rate is

defined by the client’s financial objectives.

Actual Return: The return that an investor accrued on investments in a period of time. The calculation

takes into account interest, dividends, the investment's price appreciation and the time the investment

was held.

Selecting Appropriate Investment Vehicles: Asset allocation (the process of distributing a portfolio over

various asset classes) is widely recognized as the principal reason for a portfolio's return variations. It is

critical to determine an asset allocation strategy with the client's goals and objectives in mind, balanced

against the client's risk tolerance. One of the reasons for asset allocation is to stabilize returns through

diversification.

Asset Allocation Review: Periodically, basic asset allocation policy or calculations may be amended.

Every quarter, StateTrust will review the portfolio and each asset class in which it is invested and carry

out the necessary readjustments in response to changing economic or business conditions.

Selecting the Appropriate Manager: StateTrust supports a large database of the world's most qualified

managers across more than 20 asset classes. Managers from a pool of 500 are categorized according to

their investment style and performance is measured against 100 specialized benchmarks. To obtain the

highest probability of superior returns, historical performance is analyzed under different market

conditions with emphasis on risk adjusted returns.

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 in vesting. 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 in sured 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.