STATETRUST CAPITAL, LLC.

Overview

Statetrust Capital, LLC is a boutique investment adviser organized as a limited liability company and registered with the SEC since 2001. The firm operates as a capital allocator with a clear tilt toward fixed-income strategies, running discretionary portfolios for a mix of individual, family and institutional clients. Services emphasize financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, and the selection of other advisers when a client mandate calls for external manager expertise. Investment activity is centered on separately managed accounts and investment-grade corporate bonds, which make up the largest single asset allocation within the firm’s portfolios. Statetrust Capital combines direct portfolio management with delegated solutions where appropriate, and it charges clients via a combination of percentage-of-AUM and fixed fees. The adviser is not an active ESG investor and is classified as a single-state adviser for regulatory purposes. It also maintains relationships with broker-dealers and insurance firms and is affiliated with other investment advisers.

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Location & Offices