Discovery
Confirm operating details, required disclosures, and advisor/client communication responsibilities.
Advisor Solutions
Portfolio Management Support for RIAs and IARs
Entrust supports advisors who want access to portfolio management, trading, strategy design, and third-party asset-management capabilities.
Who this is for
For advisors who want portfolio support without generic positioning.
Entrust works with advisor relationships where portfolio construction, income strategy, trading support, and client education can create a stronger planning conversation.
- Third-party asset management
- Portfolio construction
- Trading and implementation
- Strategy access
- Advisor support
- Client education support, if approved
How the relationship works
Defined roles, approved workflows, and clear expectations.
Advisor-facing engagements should clarify custody, trading authority, billing, client communication, disclosure delivery, strategy access, and the advisor's role before implementation.
Strategy Fit
Confirm operating details, required disclosures, and advisor/client communication responsibilities.
Implementation
Confirm operating details, required disclosures, and advisor/client communication responsibilities.
Ongoing Review
Confirm operating details, required disclosures, and advisor/client communication responsibilities.
Client Education
Confirm operating details, required disclosures, and advisor/client communication responsibilities.
Compliance Review
Confirm operating details, required disclosures, and advisor/client communication responsibilities.
Strategy overview
Strategy descriptions should stay educational until approved.
Entrust may support income, fixed income, option-income, tax-sensitive, and portfolio-construction strategies. Public strategy names, fees, minimums, and performance presentations require approval.
Important information
Do not publish performance results, model results, hypothetical returns, testimonials, endorsements, fee ranges, or account minimums without compliance approval and required disclosures.
FAQ
Common advisor questions.
Is Entrust replacing the advisor relationship?
No. The page is written for advisors who may want portfolio management support while preserving their client relationship. Final operating details require Entrust approval.
Can Entrust list strategy performance?
Performance, fee ranges, minimums, and strategy names should not be published until compliance approves the exact presentation.
How does custody work?
Where Schwab custody is used, assets remain at the custodian and advisors/clients use approved account-opening, trading, reporting, and access workflows.
Advisor interest form
Tell Entrust what type of support you are evaluating.
Share a little about your practice and the type of support you are evaluating. Entrust will follow up as appropriate.
Next step
Need portfolio support for your advisory practice?
Schedule a conversation with Entrust to discuss your goals, income needs, tax considerations, and whether our approach is a fit.