NORTHAMERICANEWS / MAY 2017 167 , The Entrust Group provides account administration services to a wide range of clients across many locations, to free up their client’s time andmake sure that they are self-directing their assets and investments Entrust in the Future For over 35 years, The Entrust Group (“Entrust”) has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist clients in purchasing alternative investments with their retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms. These assets include residential and commercial real estate, secured and unsecured notes, limited liability corporations, precious metals, mortgages and more. As an administrator and record keeper, Entrust works to provide clients with more time and freedom to determine their financial future through a wide array of tax-deferred or tax-free options. Entrust does not promote any investments. Rather, Entrust provides the administration, information, and tools to make self-direction straightforward and compliant. Helping clients to get started quickly and staying with them, every step of the way. The Entrust Group’s Learning Center strives to educate clients about the portfolio diversification options available to self-directed investors. Through live webinars and in-person educational events, as well as blogs and newsletters, they empower clients to take charge of their retirement using self-directed IRAs and tax-advantaged plans. Events are conducted at both the local and national levels, as Entrust has national offices to help serve clients directly in their market. In fact, Entrust has more office locations than any other self-directed IRA administrator. Entrust administers nearly $2.7 billion in total assets, and all cash deposited by account owners is fully insured by the Federal Deposit Insurance Corporation (FDIC). Entrust does not affiliate itself with or make any recommendations to any person or entity associated with investments of any type, nor does it provide investment advice or endorse any products. Entrust is the premier provider of account administration services for self-directed IRAs and other tax-advantaged, self-directed savings accounts. For more than 30 years, Entrust has been an acknowledged authority in self- direction. Entrust’s team of professionals understands the self-direction process first-hand, and they are there to help clients explore their 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. To serve a range of areas, Entrust has more office locations than any other self-directed IRA administrator. Entrust help clients and professionals to understand the broad spectrum of alternative investment options, including industry tips and strategies, as well as the benefits of self- directed investing. Entrust grow client businesses through the Entrust B2B Program, which is dedicated to educating businesses and their clients about the benefits of portfolio diversification through alternative investments. They show you how clients can tap into retirement funds and expand their client base to include self- directed investors. To provide personal, professional services and education that empower clients and give them the administrative capabilities to control their tax-enhanced investment choices. Entrust stress professionalism, quality, and timeliness in serving their clients. They strive to anticipate the changing needs of clients and to develop new services to meet those needs. They exercise integrity, confidentiality, and reliability in everything they do. Valuing transparency and relationships, they are fair and empathetic toward their clients, business associates, and employees. They take pride in providing the education and tools clients need to take control of their own investments. The Entrust team of professionals strives to make the self-direction process easy, taking advantage of their own personal, first-hand experience. All eligible Entrust employees have earned the prestigious Certified IRA Services Professional Certification (CISP). Entrust employees are regularly examined to ensure compliance with current state and federal banking requirements. In addition, they keep up to date by participating in ongoing educational programs to ensure that the most accurate information is shared with account owners. To provide personal service, Entrust maintains local offices that are staffed by professionals with first-hand experience related to self-directed IRAs, real estate and financial services. The local offices provide educational seminars to help clients and professionals understand the broad spectrum of investment options, regulations, and requirements, and the benefits of self-direction. Company: The Entrust Group Name: Caroline Baldwin Email:
[email protected] Web Address: theentrustgroup.com Address: 555 12th Street, Oakland, California, 94607, USA Telephone: 001 800-392-9653 ext 278 1701CA53