Registered Investment Advisors
Get access to Entrust Investment Services portfolio strategies for your clients.
We have the ability to work with many custodians but Schwab is currently the primary Custodian that we work with. If you'd like to see if we have a specific custodial access please call
The value of Entrust Investment Services is as much in the trading of the client's accounts to ensure that the strategies are functioning in a way that is in your client's best interest. This is not ETF model investing. These strategies utilize trading on sometimes thinly traded securities. It is vital to the integrity of the portfolio that detailed and specified investing decisions are made on your and your clients' behalf.
Our fees range from 0.25% to as much as 1%. Generally 0.25% is for fixed income and monthly rebalanced stock portfolios. 0.50% is for weekly rebalanced portfolios and portfolios that implement option strategies. 1% fees would be for individualized portfolio construction and portfolios that require specified tax management sensitivity.
Kyle McCauley is our lead portfolio manager. Previously, Kyle helped to build a retirement planning firm over a 7 year period where he constructed Portfolios for retirement clients. It was there that he learned the value of individualized portfolio management. In an effort to expand this type of offering to clients across the U.S., we've sought to make the Kyle's strategies available to more clients by offering these strategies via Third-Party Asset Management.
Our primary portfolio manager Kyle McCauley has extensive experience in working with new prospective clients to educate and explain strategies in a way that is accurate and compelling. If you wish to request Kyle to join you on a client call please reach out to our team directly at firstname.lastname@example.org
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