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.
|Firm Start Year:||2001|
|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|
|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|
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.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|