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For 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.
It’s easy to raise capital with Entrust Connect:
Working with Rachel and the Entrust team has been great. They have a great technology stack and the service is awesome. As a sponsor, I received a call from an existing Entrust client and after speaking with her she agreed to invest with us and within two days we had funds. Great job team!!
Almost 40 years of experience in the industry have made us a pioneer in self-direction. Our team of professionals understands the self-direction process first-hand, and they are here to help you explore your options. Entrust professionals are regularly examined to ensure compliance with current state and federal banking requirements, as well as industry best practices. In addition, they keep up to date by participating in ongoing educational programs to ensure that the most accurate information is shared with clients. In fact, most of our staff holds the Certified IRA Services Professional (CISP) designation.
We provide you and your clients with all the educational materials you need: whitepapers, reports, webinars, blog articles, and more. We host monthly webinars on a variety of topics from beginner to advanced, participate and speak at tradeshows around the country to educate professionals on the opportunity, and much more.
Entrust has helped us transform our business much more than simply referring new investors. The platform in its entirety makes communicating and onboarding new investors a breeze. The digital tools tie in seamlessly with our internal processes to elevate our professionalism with potential investors.
