For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.
For over 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.
Raise capital faster by mobilizing your clients’ existing retirement funds.
Many investors believe the funds in their 401(k) or IRA can only be invested in publicly traded securities. This is not true. In fact, the IRS allows investors to channel their tax-advantaged funds into dozens of different asset types, including real estate, private businesses, and private lending.
As an investment issuer, you have a unique opportunity. Many of your existing investors or contacts might be interested in redirecting their retirement funds into your offering. All they need is education about the opportunity and a straightforward, effective way to do so.
That's exactly why we've teamed up with OpenAlt®, an affiliate company under the same ownership as Entrust.
Their user-friendly offering platform, paired with the industry-leading Entrust Client Portal, provides a seamless funding experience for issuers and investors alike.
We've paired on industry-leading Entrust Client Portal with OpenAlt®'s streamlined platform to make funding effortless. This integration not only accelerates the process but also offers real-time tracking of each investor's progress, keeping you informed every step of the way.
Your investors are already enthusiastic about your offering, but what if you could show them a way to supercharge their investment?
With a self-directed IRA (SDIRA), your investors can leverage their existing retirement funds and use them toward your offering.
An SDIRA functions like an IRA offered by a traditional bank or brokerage, but there's a crucial distinction: while most IRAs limit investments to stocks and bonds, an SDIRA opens the door to a near-infinite range of alternative assets, including your offering.
The process is simple: once you've created your profile on OpenAlt® and registered your investment opportunity, you can invite your clients to invest their retirement funds via the Entrust Client Portal. Once they've received your invite, they can establish their SDIRA, initiate a transfer or rollover from an IRA or old 401(k), and fund your offering.
Your investors are able to aim for higher returns while you're able to significantly accelerate your capital-rising efforts. It's a win-win.
Surprisingly, many savvy investors remain unaware that they can invest their retirement funds in alternative assets.
So, we set out to simplify and streamline the capital raising process for investment sponsors. We were missing a crucial piece - a solution that made it effortless for sponsors to unlock their investors' retirement funds.
Enter OpenAlt®.
Their intuitive platform and our industry-leading Entrust Client Portal made a natural pairing. Sponsors benefit from a seamless experience with OpenAlt®, covering everything from registering to offering documents to ultimate funding. Meanwhile, investors enjoy the simplified process of the Entrust Client Portal, making it a breeze to open, fund, and invest.
Once we have a mutual client, we allow you to list your offering on our investment marketplace, Entrust Connect, ready to be discovered by over 24,000 Entrust clients. This extensive reach dramatically boosts your chances of connecting with investors who are perfectly suited for your venture.
When an Entrust client shows interest, they can explore your investment documents, ask questions about the opportunity, and ultimately, fund their investment through our platform. This makes it easier for our clients to discover their next opportunity and eases the burden on your capital-raising efforts.
Plus, the Entrust Client Portal is purpose-built to simplify transactions and keep you and your investors well-informed at every stage. Our automated solution not only expedites funding for your offering but also slashes processing times, facilitating seamless and efficient capital-raising.
To kickstart the process, sign up with OpenAlt® and register your company profile.
Next, add your investment offering to the OpenAlt® platform. The process is simple and streamlined, designed to fit any investment structure.
The more eyes on your project, the greater the chance of success. Invite your network of potential investors to explore the opportunity. For lengthy investor lists, you can effortlessly import contact information from an uploaded spreadsheet.
You can seamlessly track each investors' account establishment process.
If you're looking to maximize exposure, consider listing your offering on the Entrust Connect, our online investment marketplace. Want more details? Reach out to your Entrust contact.
OpenAlt ®is designed to accommodate a broad spectrum of investment options. This includes a variety of private equity funds, REITs, venture capital, hedge funds, private debt, and much more.
Absolutely. We want to make finding alternative investment prospects easy, and that includes giving you the flexibility to showcase multiple offerings.
Potentially. If they have funds in an inactive (former employer's) 401(k) plan, then the rollover process is simple. However, if all of their retirement funds are with their current employer, they will need to check whether their plan administrator allows in-service withdrawals. If so, they may still be able to complete a 401(k) rollover into an SDRIA.
If you're eager to tap into the world of self-directed investing, simply sign up on OpenAlt®, create your company profile, and register your offering. Need help? No problem. Just request a demo and we'll get back to you shortly.
A self-directed IRA offers several notable benefits; including:
While self-directed IRAs offer several advantages, it's important to be aware of the potential disadvantages:
Yes, the IRA has strict rules limiting how you can use your IRA. For instance, you cannot hold certain types of investments in your IRA nor transact with disqualified persons. To protect the tax-advantaged status of their retirement funds, all prospective SDIRA investors should understand the rules or work with a trusted tax or financial advisor before opening an account.
While an SDIRA offers flexibility in investment choices, there are certain types of assets that cannot be held in an IRA:
A prohibited transaction that is forbidden by the IRS. These transactions include but are not limited to:
Prohibited transactions can result in severe tax consequences, including IRA disqualification.
With over four decades of experience, we are a leading provider of self-directed retirement plans and education. Our commitment to exceptional service is exemplified by our team's knowledge base. Many Entrust team members hold the Certified IRA Services Professional (CISP) designation, underscoring our dedication to building upon a longstanding tradition of excellence.
For over 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans.
Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.
Senior Sales Executive
Southwest Region
After establishing Entrust's Los Angeles office in 2003, Munzer Ghosheh continues to provide exemplary service to Entrust clients as a Senior Sales Executive for the Southwest region. Munzer has over 20 years of experience working for major consumer, finance, real estate, and title companies, and is a Certified IRA Services Professional (CISP). Highly regarded for his industry knowledge, Munzer has taught numerous continuing education courses on self-directed retirement plans to real estate professionals, CPAs, and CFPs, and is a frequent speaker at real estate investment conferences, investor clubs, and retirement and finance groups.
Serving: AK, AZ, CA (South), HI, KS, NM, NV, OK, TX, UT
Sales Executive
West & Midwest Region
Jacob Marchini serves as Entrust’s Sales Executive for the West & Midwest region. He brings more than 10 years of experience with The Entrust Group, having worked across several departments, primarily in Client Services and Sales Support.
During his time in his previous roles, he fostered relationships with some of the Entrust Group’s most prolific referral partners, onboarded thousands of clients, and pioneered solutions to enhance the service experience of client and business relationships alike.
Jacob brings his passion for efficient communication and stellar service to his role as a Sales Executive and is eager to educate our clients about the benefits and uses of Self-Directed IRAs.
Serving: CA (North), CO, IA, ID, IL, MN, MT, ND, NE, OR, SD, WA, WI, WY
Senior Sales Executive
Southeast Region
A key member of Entrust, Rachel Stolrow joined seven years ago as a Business Development Associate. She soon took on a more specialized role as the liaison between Entrust and investment sponsors.
Throughout her tenure, Rachel has made significant contributions to the team. She has played a pivotal role in refining our sponsor and advisor portals, spearheaded multiple outreach initiatives, and successfully onboarded over 1,300 companies onto our investment platform.
Building on her comprehensive understanding of the investment process and Entrust’s services, Rachel’s expertise led her to take on the role of Senior Sales Executive, overseeing The Entrust Group’s Southeast Region.
Her strengths lie in fostering relationships, prioritizing individual needs, and streamlining processes. Rachel strives to continually optimize the client experience through her acumen in technology and Entrust programs. Dedicated to empowering investors, she equips them with the essential tools to make informed decisions in alternative investments.
With Rachel’s assistance, professionals and clients alike can unlock the potential of leveraging retirement accounts to invest in their preferred and trusted assets.
Serving: AL, AR, FL, GA, KY, LA, MO, MS, NC, SC, TN
Sales Executive
Northeast & Midwest Region
Paul serves as Entrust’s Sales Executive for the Mid-Atlantic and Midwest regions. He brings a wealth of knowledge in the financial services industry, specializing in self-directed individual retirement accounts. He has seven years of experience with Entrust’s Alternative Assets Department where he fostered client relationships, established rapport, and assisted them in processing their transactions.
Prior to joining Entrust, Paul worked in mortgage banking, business banking, and wealth management. In these roles he provided practical solutions that helped clients achieve their financial goals.
Paul is dedicated to educating clients to empower them to make informed decisions in their alternative investments.
Serving: CT, DC, DE, IN, MA, MD, ME, MI, NH, NJ, NY, OH, PA, RI, VA, VT, WV
Sales Executive
Northeast Region
Justin serves as Entrust’s Sales Executive for the Northeast region. He has nine years of experience in the financial services industry, with a background spanning wealth management, financial planning, and investment analytics.
He has built a strong reputation for developing lasting client relationships, delivering exceptional service, and translating complex financial concepts into practical solutions that help clients achieve their goals. Justin earned a Bachelor of Business Administration in Marketing from Rider University in New Jersey.
Serving: CT, ME, MA, NH, NJ, NY RI, VT
Sales Executive
Lone Star & South Region
Cole serves as Entrust’s Sales Executive for the Lone Star region. He has several years of experience in financial services and business development, with a background spanning retirement solutions, alternative investments, and sales consulting. Throughout his career, Cole has partnered with financial advisors, investment sponsors, and individual investors to help them navigate complex investment opportunities and retirement strategies.
Prior to joining Entrust, Cole has worked in the insurance and private equity industry. At Entrust, Cole is focused on helping businesses and consumer investors understand how self-directed IRAs can be used to invest in alternative assets while delivering a high level of service and education throughout the process.
Cole holds a Bachelor of Science in Finance from Texas Tech University.
Serving: KS, LA, OK, TX
Founder and CEO
Hubert Bromma is a well-recognized pioneer in the field of alternative investments in tax-free and tax-deferred environments. Since 1967, Mr. Bromma has had a long and distinguished career in banking, financial institution consulting, mergers and acquisitions, and real estate investing.
In 1981, Mr. Bromma developed the first truly "Self-Directed IRA" for a number of banks. In 1993, he consolidated a banking and pension management practice that he had owned since 1981 into Entrust. He then began to build what is now the only national network of local branded offices providing account administration and education services for self-directed retirement plans.
Mr. Bromma has written numerous articles and several books, including "How to Invest in Real Estate and Pay Little or No Taxes," "Do Your Own Qualified Retirement Plan," and "How to Invest in Offshore Real Estate and Pay Little or No Taxes." He has also been a frequent guest on CNBC, Bloomberg, MarketWatch, and other financial media programs, and conducts presentations on self-directed investing throughout the year. In addition, he is a member of the board of directors of several businesses and philanthropic organizations.
Chief Financial Officer
Gary Kowalski joined the Entrust team in 2010 as Manager of Franchise Operations and subsequently managed Entrust's field offices as Director of Sales. As Chief Financial Officer, he oversees financial operations, reporting and treasury management. Prior to joining Entrust, Mr.Kowalski held the roles of Vice President of Finance and Operations for Parkside Lending and Managing Director for Parson Consulting. He authored the book “The Franchise Ratings Guide” and was the founder of the San Francisco Professional Career Network.
Chief Operating Officer
Caroline Baldwin is the Chief Operating Officer at The Entrust Group, overseeing the company’s operations and product development efforts. She brings over 20 years of experience from various industries including e-commerce and non-profits to the team.
She joined Entrust in January 2015 starting as a marketing contributor. Throughout her tenure, she has revamped the company’s lead nurturing efforts, transformed the firm’s product strategy, and demonstrated a steadfast commitment to process improvement and client experience.
As the COO, she oversees all operations at The Entrust Group, with a continued focus on leading product development and driving overall business performance, positioning Entrust for future success. She is committed to raising awareness about self-direction and developing products and services to empower investors.
Director of Operations & EVP
Tim Bailey is The Entrust Group’s Director of Operations and Executive Vice President overseeing the firm’s customer service, investment, and operational departments. Tim joined The Entrust Group in 2024 and has over 25 years of professional experience in banking and wealth management. He has championed diverse roles including client facing positions as well as leading nationwide operational teams, that ultimately earned the top client Net Promoter Score (“NPS”) in banking.
Tim is committed to providing his teammates with a healthy internal culture as well as all the tools necessary to provide The Entrust Group’s clients with excellent service.
Tim received his Bachelor of Arts in Economics with an emphasis on Accounting from the University of California at Santa Barbara as well as completed Wharton’s Executive Leadership Training Program. He has served on the Board of Directors for the San Francisco Zoo and enjoys actively participating in many other volunteer and charitable endeavors.
No matter your professional goals, we want to help you achieve them.