Southern Trust Securities Asset Management, Inc. (STSAM) offers a diverse range of portfolio styles and investment strategies to meet the unique financial goals and risk profile of our clients, whether it is an individual, a corporate entity, a pension fund or a trust.
STS Asset Management financial advisors take the time to understand our client needs and thereby offers a professional financial guidance tailored to a personalized investment solution.
STS Asset Management manages a wide variety of investment alternatives and specialized products, in order to establish a sensible investment strategy for our client’s portfolio. Our client’s long-term goals emphasize the importance of a personal asset allocation, provided by trusted advice and personalized service.
STS Asset Management offers traditional equity and fixed-income strategies, as well as mutual funds and alternative strategies composed of hedge funds and real estate funds.
Financial and Estate Planning
Our clients rely on STS Asset Management as a source of extensive financial and fiduciary expertise and personalized guidance in the complex process of creating a financial or estate plan.
STS Asset Management advisors will integrate our client’s individual strategies into one comprehensive plan, ensuring that everything is done consistently with our client’s goals.
In the process of implementing our financial and estate planning strategies, STS Asset Management works to incorporate the following products and services:
•Insurance and Annuities:
>Life insurance for personal and business purposes
>Fixed and variable annuities
•Retirement Plans:
>IRAs’, 40Ik’s, 403bs, SEPs, etc.
•Mutual Funds:
>Managed mutual funds
>Domestic (open/closed end)
>International
•Charitable planning:
Fiduciary Services
To ensure that our client’s wealth is managed in an appropriate manner, now and for the future generations, it first has to be well organized.
STS Asset Management specializes in creating ways to protect our client’s wealth through the following services:
•TRUST:
Trust settlements (revocable or irrevocable) under a variety of jurisdictions according to our client’s objective.
•Foundations:
Settled according to our clients wishes.
•Incorporations
