Industry pioneer solidifies leadership position by providing more resources to investors and advisors.
Oakland, California, January 26, 2016 - The Entrust Group, Inc., a pioneer and leading provider in the self-directed IRA industry, announces its top accomplishments for the 2015 fiscal year.
Double-digit growth in transaction volumes: Entrust’s assets under administration grew more than 10% and overall transaction volume increased by 17%. Real estate transactions led the curve, increasing 21% over 2014. Transaction volume in precious metals increased 13% and transactions in other alternative investments grew by 18%.
New Ways of Serving Investors: The opening of two new offices in New Jersey and North Carolina underscores Entrust’s commitment to providing one-on-one personalized services and dedicated points of contact to self-directed investors and professionals.
The Entrust Group also expanded online client access through an enhanced client portal. It gives clients greater insight into the details of their IRAs and their myDirection Visa® Prepaid Cards.
“We continue to address the need of our self-directed clients by making it easier for them to access all of their accounts via a single sign-on to assess account performance, while providing them the highest level of security,” said Hubert Bromma, founder and CEO of The Entrust Group.
IRS Approved Continued Education Provider: The Entrust Group was approved by the IRS to offer continuing education (CE) to enrolled agents and enrolled retirement plan agents. Entrust also is approved to deliver CE courses to realtors in California, Missouri, New Jersey, and Florida, as well as CE to Certified Public Accountants (CPAs) and Certified Finance Professionals (CFPs), nationally.
The Entrust Group IRA Academy, an educational program approved by the Institute of Certified Bankers, delivered four courses for Certified IRA Services Professionals (CISP) to other self-directed IRA providers.
“With 78 million baby boomers reaching retirement age, it is essential for financial organizations to be prepared to answer questions for individuals who want to make informed decisions as they steward their hard-earned retirement savings. We are committed to helping financial organizations and professionals increase their knowledge in IRAs,” said John Paul Ruiz, Director of Professional Development.
About The Entrust Group, Inc.
For over 34 years, The Entrust Group has provided account administration services for self-directed retirement plans and has been an acknowledged authority in the field. With locations throughout the US, Entrust's team of professionals are regularly examined to ensure compliance with current state and federal banking requirements, and keep up-to-date by participating in ongoing educational programs to ensure that they share the most accurate information with clients. For more information about The Entrust Group, or self-directed IRAs, please visit www.theentrustgroup.com.
Yvonne Garcia, Director of Marketing