A Better Way

CITI EQUITY is built to help you achieve what you want with your money. Grow your savings today through a high-interest cash account and finance your future with automated investing.

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Global reach with an individualized approach

With CITI EQUITY, you get the best of both big and small investment firms: access to the deep resources of our global firm while experiencing the personal-touch feeling of a boutique firm.

Why CITI EQUITY?

$0 commissions

Focus on your future, not fees

Online US-listed stocks, ETFs, mutual funds, and options.

Product choices

Full range of investments

Pursue your goals with stocks, options, ETFs, mutual funds, and more.

Easy-to-use tools

Powerful, intuitive platforms

Trade online, through Power CITI EQUITY

Market insights

Find your next opportunity

Get timely market analysis, plus free CITY EQUITY equity research.

Core Portfolios

Automated investment management

Get a diversified portfolio that's monitored and managed for a low annual advisory fee.

Retirement accounts

Take control of tomorrow

We'll help you plan and invest for life after work.

Who We Serve

Our Practice Areas

We have three specialised practice areas designed to provide each client with an investment approach and portfolio that meets their unique needs

Endowments, Foundations, & Sovereign Wealth Funds

We've worked with endowments and foundations for 29 years to help them create a positive and lasting impact on the world.

Pension & Insurance

Our pension practice couples pension expertise with extensive experience across private investments to help our clients meet their pension obligations.

Private Clients & Family Offices

For more than 29 years, we've worked with private clients to help them to grow their wealth and continue their legacies.

What We Offer

Outsourced CIO (Discretionary Management)

As an investment partner to some of the most sophisticated investors in the world for the last five decades, we have learned firsthand which practices are most likely to lead to investment success—and which practices can create the biggest roadblocks.

That’s why we built a different kind of OCIO business. One that is purposely designed to focus on what we believe are the key drivers of long-term investment success: building a portfolio uniquely calibrated for your goals, finding and accessing best-in-class global managers, and maximizing the long-term stability of your portfolio.

Advisory Services

We provide customisable advisory portfolio management. This tailored model works well if you prefer to be actively involved in investment decisions or need additional resources and expertise to support internal investment staff.

You’ll benefit from the full strength of our knowledge, research capabilities, and investment platform. Working with a dedicated team focused on your goals, you’ll retain final approval on investment decisions.

Asset Class Mandates

For clients who want to outsource their alternative assets portfolios or other niche strategies, we can apply our investment expertise and robust investment network to a select part of your portfolio.

Private Markets Mandates

Hedge Fund Mandates

Impact Strategies

Our Aim

Building custom portfolios meant to outperform

How We Invest

Private Markets Investing
Sustainable Impact Investing
Diverse Manager Investing
Climate Change & Net Zero

Core

Well-diversified, low-cost, and built for long-term investing. Features an especially broad collection of stocks and bonds from across the world.

Original Stocks & bonds

Innovative Technology

A well-diversified portfolio focused on high-growth potential companies such as clean energy, semiconductors, robots, virtual reality, blockchain, and nanotechnology along with increased exposure to risk.

Stocks & bonds

Broad Impact

Invests in companies that rank highly on environmental, social, and corporate governance (ESG) criteria without compromising potential long-term performance.

Socially responsible Stocks & bonds

Climate Impact

Invests in companies with lower carbon emissions and the funding of green projects while still helping you achieve potential long-term growth.

Socially responsible Stocks & bonds

Social Impact

Provides broad diversified exposure with a greater focus on companies actively working toward minority empowerment and gender diversity as part of your long-term strategy.

Socially responsible Stocks & bonds

Goldman Sachs Smart Beta

Targets companies that have potential to outperform the broader market over the long term. Diverse and relatively low-cost, but with higher exposure to risk.

Stocks & bonds

BlackRock Target Income

A 100% bond portfolio with different income yields to help protect you against stock market volatility.

Bonds only

Cash Reserves

A 100% cash account that earns 4.00% APY (variable)*, carries no-fee on your balance, and is FDIC-insured up to $1M at our program banks ($2M for joint accounts)†.

Cash only

Universe

Broadly invest in the crypto landscape with one portfolio. Get diversification across decentralized finance, payments, the metaverse, and more.

New Crypto

Sustainable

Greater emphasis on crypto assets either utilizing less energy to validate transactions or are on a clear path to sustainable energy usage.

New Crypto

Metaverse

More exposure to crypto assets focused on new forms of digital experience, from gaming to collectibles to even real estate.

New Crypto

Decentraized Finance

Increased focus on crypto assets offering financial services such as banking, loans, and mortgages without relying on centralized institutions.

New Crypto

Core

Well-diversified, low-cost, and built for long-term investing. Features an especially broad collection of stocks and bonds from across the world.

Original Stocks & bonds

Broad Impact

Invests in companies that rank highly on environmental, social, and corporate governance (ESG) criteria without compromising potential long-term performance.

Socially responsible Stocks & bonds

Climate Impact

Invests in companies with lower carbon emissions and the funding of green projects while still helping you achieve potential long-term growth.

Socially responsible Stocks & bonds

Social Impact

Provides broad diversified exposure with a greater focus on companies actively working toward minority empowerment and gender diversity as part of your long-term strategy.

Socially responsible Stocks & bonds