statetrust investments press release - state trust - equity management stocks

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FOR IMMEDIATE RELEASE Equity Management at StateTrust: Stocks 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 5, 2014 At StateTrust, the equity trading desk provides expert assistance to its individual and institutional clients in dealing with more than 7,500 securities from around the world, in both local and foreign currency. Equities include stocks or any other security representing an ownership interest. What is a stock? A stock is a financial security that represents a unit of ownership in a specific corporation. This ownership is documented by the issuance of stock certificates in electronic or physical format. Individuals or companies that have a stake in the corporation are known as shareholders. A corporation may issue different types or classes of shares, each having distinctive ownership rules, privileges, or share values. Common stock typically carries voting rights that can be exercised in corporate decisions, preferred stock typically does not carry voting rights but is legally entitled to receive dividend payments before any dividends can be issued to other shareholders and have preference over common shareholders in the event of liquidation or bankruptcy and convertible preferred stock is a preferred stock with an option for the holder to convert the preferred shares into a fixed number of common shares, usually anytime after a predetermined date at a fixed price. The benefit of owning stocks has been historically higher returns compared to other assets, however, these higher returns and long-term growth is accompanied by a higher risk. When developing a portfolio asset-allocation policy, it is important to understand the risk/return relationship of the assets being considered. How a stock actually performs depends on underlying business and market conditions. Companies have good and bad years, often making returns volatile. At any point in the economic cycle, various segments of the economy may be doing better or worse than others. This may be true globally, regionally or by country. Analyzing these trends and buying stock in companies that specialize in different business segments and activities - like manufacturing, energy and telecommunications - may provide diversity to investment portfolios. Stocks from companies in industries that greatly differ from each other in terms of business activity can react similarly to changes in the economy. For example, cyclical stocks , like retail and travel, are sensitive to the economic cycle because in tight economic periods, consumers are less likely to spend money on non-essential items.

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Page 1: StateTrust Investments  press release - state trust - equity management stocks

FOR IMMEDIATE RELEASE

Equity Management at StateTrust: Stocks

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 5, 2014 – At StateTrust, the equity trading desk provides expert assistance

to its individual and institutional clients in dealing with more than 7,500 securities from around the

world, in both local and foreign currency.

Equities include stocks or any other security representing an ownership interest.

What is a stock? A stock is a financial security that represents a unit of ownership in a specific

corporation. This ownership is documented by the issuance of stock certificates in electronic or physical

format. Individuals or companies that have a stake in the corporation are known as shareholders.

A corporation may issue different types or classes of shares, each having distinctive ownership rules,

privileges, or share values. Common stock typically carries voting rights that can be exercised in

corporate decisions, preferred stock typically does not carry voting rights but is legally entitled to receive

dividend payments before any dividends can be issued to other shareholders and have preference over

common shareholders in the event of liquidation or bankruptcy and convertible preferred stock is a

preferred stock with an option for the holder to convert the preferred shares into a fixed number of

common shares, usually anytime after a predetermined date at a fixed price.

The benefit of owning stocks has been historically higher returns compared to other assets, however,

these higher returns and long-term growth is accompanied by a higher risk. When developing a portfolio

asset-allocation policy, it is important to understand the risk/return relationship of the assets being

considered.

How a stock actually performs depends on underlying business and market conditions. Companies have

good and bad years, often making returns volatile.

At any point in the economic cycle, various segments of the economy may be doing better or worse than

others. This may be true globally, regionally or by country. Analyzing these trends and buying stock in

companies that specialize in different business segments and activities - like manufacturing, energy and

telecommunications - may provide diversity to investment portfolios.

Stocks from companies in industries that greatly differ from each other in terms of business activity can

react similarly to changes in the economy. For example, cyclical stocks, like retail and travel, are

sensitive to the economic cycle because in tight economic periods, consumers are less likely to spend

money on non-essential items.

Page 2: StateTrust Investments  press release - state trust - equity management stocks

On the other hand, defensive stocks represent necessary items, like food, gas and medicine, and tend to

change very little with the economic cycle because consumers are likely to continue buying them even in

tough economic times.

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 co ntact 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 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.