Established:
The Entrust Group was founded in 1981
Key
Differentiators: Hugh Bromma is a recognized
industry spokesperson in the self-directed market, and
is a frequent guest on CNBC, Bloomberg, MarketWatch, and
other financial programs.
Local
Offices/Personal Service: Entrusts business
model has been to distribute our services through locally-owned
and operated offices.
Experience:
The Entrust national member group includes CPAs,
attorneys, CFPs, real estate professionals, and
other individuals that are knowledgeable in region specific
non-traditional transactions.
Education:
For the past 25 years, Entrust has focused on educating
clients in self-direction through their library of published
articles, books, workshops, and client conferences.
Investment
Choice: The Entrust Group offers what brokerage
firms cant they help clients understand their
true retirement investment choices.
Fast,
Accurate and Efficient Transaction Processing:
Entrusts' primary business is accurately and efficiently
managing the information needed for personal accounting
and regulatory reporting. Entrust has streamlined
these processes to ensure smooth and efficient transaction
processing for our clients.
Entrust
enables clients to maximize the potential value of their
retirement by providing superior, local expertise and
streamlined processes when self-directing funds into non-traditional
investments.
Entrust
is an account administrator that neither sells nor advises
customers on specific investments. They endeavor
to ensure that clients stay within the boundaries of various
regulations and requirements.
Mission
Statement: Entrust is committed to the classic
American goal of financial independence, especially during
retirement. As secure retirement becomes increasingly
challenging, some investors want to learn about and take
advantage of a wider range of investment options to attain
their goals. They are the leaders in self-directed
plans, custodial services, and educational curriculum
to build wealth with investments that clients know, understand,
and control.
Products
& Services: Entrust offers clients
retirement accounts and administers funds, as directed
by our clients, into non-traditional assets. They
offer the following retirement accounts:
Entrust
also manages The Entrust Learning Center, a web
site dedicated to educating the public on self-directed
investing.
Customers:
Over 24,000 customers across the United States
National
Affiliate Office Locations: Entrust offers self-directed
retirement account services in the following locations: