wiseradvisor

Alaa Ali
Statetrust Investments

Tel: 786-479-2985
1750 Clint Moore Rd
Boca Raton, FL 33487
Statetrust Investments | Financial Advisor in Boca Raton ,FL

About Statetrust Investments

StateTrust specializes in providing a complete range of financial products, services and strategies to individual clients and their families. Our primary concern is to grow and preserve your net worth.

We work closely with our clients, gathering necessary information to understand their unique financial needs in order to construct a comprehensive long-term relationship and provide a series of individualized recommendations to meet their financial objectives.

At StateTrust, we emphasize the importance of well diversified portfolios as a way to preserve capital and manage risk. Our investment philosophy for US and global clients consists of building portfolios centered around sound asset allocation principles designed to meet our client's financial needs, risk tolerance, expected returns, and investment time horizon. The image below shows different asset allocation combinations, with corresponding historical risks and returns.


General Information

Firm Start Year:   2001
Gender:   Male
Advisory Services Provided:   Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, 401K Rollovers


Services

Investment Types:   Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, Via Phone, Via Email, Video Conference, At your home, At your office, Our Offices


Compensation and Fees

Compensation Methods:   Based on Assets


Education

MBA  Lynn University
06/02/2014-05/31/2016



Faqs

  • How are you compensated? How will I pay for your services? MBA - International Business Management Masters Degree in Financial Analysis Bachelors Degree in Economics
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? Yes. You will not surrender your discretion.
  • Will you be the only person working with me? Yes, I will be your Financial Advisor and the only person youll deal with. You will have my personal cellphone number, and you can call or text me at anytime.
  • How much risk should I be willing to take? An amount that doesnt keep you up at night. We will decide together on an amount of risk that keeps you comfortable while still keeping room for growth to achieve your goals.
  • Have you ever been charged with any breaches? No. My record is clear.
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Alaa Ali

Alaa Ali

Alaa Ali serves as the Vice President, Financial Advisor of the Private Client Group at StateTrust Wealth Management. He provides comprehensive advice and guidance to both U.S. and International Clients on a complete range of financial products, services, and strategies. Alaa has been in the banking and financial services industry for over six years servicing High Net Worth Clients globally since 2015. He holds an MBA in International Business Management from Lynn University, FL. He additionally holds a master's degree in financial management as well as Bachelor of Banking and Insurance.

As an experienced and knowledgeable financial advisor, Alaa is dedicated to helping clients and their families manage their wealth and plan for retirement. Wealth Management begins with a personalized understanding of every client's unique situation. Every investor is different. Personal financial advice is not a "one-size-fits-all" approach. Alaa's philosophy goes hand in hand with StateTrust's wealth management approach placing a strong emphasis on advisory excellence, asset quality, portfolio diversification, timely execution, integrity, and effective communication with every client.

We pride ourselves on our accessibility to reach us at any time. With multiple networks of communication, such as email, messaging, WhatsApp, and most importantly your advisor's direct cellphone number, at StateTrust, we stand ready to help through every phase. We are here to answer all your questions, continuously guide you, and consistently modify and adjust your strategy as things change. No matter how big or small, complex or simple your goals are, Alaa as your dedicated advisor, can help you plan and achieve the financial stability you look for at retirement.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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