Custom portfolio construction
Entrust reviews investment objectives, risk tolerance, income needs, tax sensitivity, liquidity, time horizon, and account purpose before designing a portfolio.
Investment Management
Custom investment management without forcing every client into the same model.
Entrust builds portfolios around the role each account should play, including income, risk, taxes, liquidity, and time horizon.
How Entrust invests
Portfolio decisions should connect to the client's purpose.
Investment Management is designed for clients who primarily need portfolio construction, implementation, monitoring, and periodic review.
Implementation and monitoring
Once a strategy is selected, Entrust supports implementation and monitors the portfolio for changes that may require review.
Annual or periodic review process
Investment Management clients receive periodic review focused on whether the portfolio still fits the client's goals, risk profile, and market environment.
Risk, income, taxes, liquidity, and time horizon
The portfolio is evaluated for multiple planning dimensions rather than treated as a single risk-score output.
Why generic models may not fit every investor
Two clients with the same risk score can have different tax brackets, income timing, cash needs, account types, and emotional tolerance for volatility.
Portfolio review lens
What gets reviewed before a strategy is implemented?
- Expected portfolio cash flow and withdrawal needs.
- Downside risk, maximum drawdown tolerance, and inflation risk.
- Taxable, tax-deferred, and tax-free account coordination.
- Liquidity needs, emergency reserves, and concentration risk.
- Time horizon and the purpose of each account.
Important information
Investing involves risk, including possible loss of principal. Portfolio strategies do not guarantee income, return, tax savings, downside protection, or preservation of principal.
Next step
Need an investment strategy built around your goals?
Schedule a conversation with Entrust to discuss your goals, income needs, tax considerations, and whether our approach is a fit.