Invest across markets with a desk that explains the risk
Hedge currency the way you run the rest of the book
Credit that sits beside the investment mandate
Equities
Foreign Exchange
Business loans
Real estate
Digital assets
A global firm with a simple brief: help investors succeed
We are a global asset and fund management firm that enables investments in multiple asset classes in a simple, documented and reliable way.
Multi-asset coverage from one relationship team
Transparent reporting and documented risk limits
Since 2007 we have helped new and experienced investors allocate across stocks, bonds, FX, property, commodities and private markets from our Miami office.
Our storyMandates matched to the job the capital has to do
U.S. and international stocks with single-name and sector caps, staged implementation, and a quarterly review. Growth, dividend income, or a blend — never a house model forced on every client.
Live equity books
Equity capital advised
Working-capital lines, equipment loans and investment-backed credit. We model the payment, then underwrite purpose, collateral and serviceability. If the file is stretched, we decline rather than add leverage.
Facilities on the books
Credit outstanding
Income property and REITs, Treasury and investment-grade credit, and a small private-markets book for qualified clients. Each sleeve has its own liquidity, fee and hold-period rules — they are not bundled into one slogan.
Real-asset sleeves
Property markets covered
Currency conversion and documented hedge ratios for invoices, payroll and non-dollar portfolios. We quote the pair, tenor and settlement before you deal, and we will refuse a structure that is a directional wager dressed as a hedge.
Pairs we will settle
Annual FX volume
Model a working-capital or investment facility
Facility questions? Review our Faq's Page
Accounts built for investors and operators
Wealth mandate
A long-horizon public-market book — equities, investment-grade credit and a cash buffer — reported against a written policy, not a model portfolio of the month.
Active trading
A separate, explicitly labelled book for clients who want to express short-term views in FX and listed markets, with its own risk limit so it cannot bleed into the long-term account.
Business lending
Term loans and revolvers underwritten to cash flow and collateral. The calculator is an illustration; a term sheet is the only number that matters, and we will decline a stretched file.
FX overlay
Spot conversion and forward strips matched to invoices or a stated hedge ratio. Currency is treated as a residual to manage, not a second bet on the dollar.
Where eTrustFinancial puts capital to work
Equities, government paper, property, private markets, FX and commodities — each sleeve is underwritten, not bundled as a slogan.
See mandates
The specialists behind your mandate
Portfolio managers, an FX desk and a credit team sit in the same Miami office, so an equity book, a hedge and a facility can be discussed as one relationship — not three product pitches.
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Questions investors ask before they fund
Open an account from this website or the client portal. You complete identity checks, state an objective, and fund by wire, ACH or SWIFT.
The FX desk handles spot, forwards and overlays sized to the underlying cash flow or portfolio, with tenor and settlement agreed in writing.
No. Markets move. We will not quote a locked profit. We quote a process, a risk limit and a reporting calendar.
Yes. Model the facility on this site, then apply. Underwriting looks at cash flow, purpose and collateral.
What clients tell the desk
They treated FX as a hedge for our payables, not as a way to juice return. That professionalism is rare.
Equities and a REIT sleeve in one report, with a person in Miami I can actually call. That is the whole product for us.
I wanted a business facility without being upsold a trading account. They modelled the loan, declined extra leverage, and I funded.
Four years in, the process has not changed: written mandate, quarterly review, no drama. That is what I pay for.
The desk is responsive, the reporting is clear, and they do not oversell returns. That combination is why I kept capital with eTrustFinancial.
Market insights from the Miami desk
