Our Services
Institutional & Retail Investment Services
Equitrust offers a full suite of investment services including discretionary portfolio management, bespoke advisory solutions, and institutional research across equities, ETFs and fixed income. We emphasize risk-aware strategies and transparent reporting.
Tailored asset allocation, sector rotation and ETF selection to build diversified portfolios aligned with client objectives.
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Comprehensive financial planning, tax-aware investing and retirement solutions for long-term wealth preservation and growth.
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Fiduciary-focused portfolio construction with active and passive solutions tailored to risk tolerance and return objectives.
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Proprietary risk models and performance attribution to help clients understand exposures and outcomes.
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In-depth fundamental and thematic equity research to uncover high-conviction investment opportunities.
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Macro outlooks, sector analysis and trade ideas backed by data-driven signals and experienced strategists.
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