At Entrust Investment Services we serve Investment Advisors, Private Clients, and Investment Clients.

Investment Advisors use our investment portfolios through a Third-Party Asset Management agreement. Our portfolios are not cookie-cutter, we are one of the only Investment Advisors to provide custom asset management solutions to the clients of the Advisors we work with. This means that your clients can get a custom portfolio specifically designed to their needs provided by you and serviced by us!

Our Private Client Customers enjoy a wide range of benefits making this our Premier Service.  Just some of the benefits of being a Private Client of Entrust Investment Services are: (i) Income and Cash Flow Planning, (ii) Investment Plan Construction and Implementation (iii) Detailed Tax Planning, (iv) Detailed Estate Planning Recommendations (v) Quarterly Review Meetings (vi) Private Client Exclusive Phone Line (vii) Custom Entrust Investment Services iPad to Facilitate the Private Client Relationship.

Our Investment Clients enjoy the value of receiving the type of Investment Planning often available to those with >$10m in invested assets with other firms, but available from Entrust Investment Services because of our focus on efficiency, and technology. As an Internet Advisor firm, we are able to provide Tailored Portfolio Solutions with advanced trading strategies such as selling covered calls to clients across the country.

Advisory services offered through Entrust Investment Services, Inc a Registered Investment Advisor. 

Entrust Investment Services

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Entrust Investment Services

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