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Client Portal

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Tell us how you want to invest or borrow. A relationship manager will respond within one business day.

Miami desk · Global markets · Client portal

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Equities Investment

Equities FX Loans Fixed income Real estate Digital assets Commodities Private markets

Listed equity strategies for investors who want long-term growth across U.S., European and selected emerging markets.

eTrustFinancial builds equity portfolios around quality businesses, disciplined valuation and risk-aware position sizing. We cover large-cap compounders, dividend payers and, where suitable, listed real-estate vehicles. Every book starts with a written policy: sector limits, single-name caps, liquidity rules and a review calendar.

Equities mandate

What this mandate includes

    Who typically uses it

      How a book is built

      Why equity clients stay

        User

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        Desk

        Funding, custody and reporting

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        01 How do I open an investment account?

        Open an account from this website or the client portal. You complete identity checks, state an objective, and fund by wire, ACH or SWIFT.

        02 How do you handle foreign exchange?

        The FX desk handles spot, forwards and overlays sized to the underlying cash flow or portfolio, with tenor and settlement agreed in writing.

        03 Are returns guaranteed?

        No. Markets move. We will not quote a locked profit. We quote a process, a risk limit and a reporting calendar.

        04 Can I apply for a business loan online?

        Yes. Model the facility on this site, then apply. Underwriting looks at cash flow, purpose and collateral.