Entrust Group Review: Products, Services, and Facts To Know.

Entrust Group

Company Background

You want the best when it comes to managing your IRA. Making a wise choice among over 45 self-directed IRA administrators and custodians is never easy. That is why we will introduce and discuss the Entrust Group, which has assisted thousands of people in making wise investments in their IRAs.

Entrust is a self-directed administrator of IRA investment instruments. The company takes pride in producing high-quality educational materials that it then disseminates to both experienced and prospective investors. Furthermore, the company strives to walk alongside clients from start to finish.

As a way of accomplishing this, it designates an executive who guides an investor from scratch through to the finish.

Below is a breakdown of the addresses of the physical address of the firm:

  • Corporate Office – 555 12th Street, Suite 1250, Oakland, CA 94607
  • Business Development Office – 201 Shannon Oaks Circle, Suite 200, Raleigh, NC 27511
  • Client Support & Operations Office – 401 Wilshire Boulevard, Suite 1200 Santa Monica, CA 90401

The company was established in 1969 to aid individuals to set up and profit from the self-directed IRA investment portfolios.

It has grown by leaps and bounds over the years, accomplishing numerous feats. The following is a breakdown of the company's path over the years:

  • 1969 – Willis Drake establishes the DataCard Corporation.
  • 1970 – The world’s first high-speed credit card systems are launched.
  • 1987 – The Quandt family takes over the company and engages in an ambitious growth drive.
  • 1990s – The modular card systems undergo extensive modernization and improvements to make it widely acceptable in matters of transactions.
  • 2013 – Datacard relocates its headquarters and purchases Entrust to bring forth a new digital area.
  • Present – Entrust acquires powerful brands, develops newer technologies, and extends its global footprint.

Entrust strives to provide individual investors with professional and educational services. This will also provide them with the administrative capacity to fully manage their tax-deferred investment options.

Throughout its years of operation, the company has stayed true to its mission by assisting a large number of investors in gaining significant returns on their investments.

Company’s Values

The company, like any other enterprise, also operates on a set of principles and core values. We break down these principles for you to know how likely you may interact with the firm and the kinds of utility you may derive from it:

  • Quality – The company stresses quality, professionalism, and timeliness in the delivery of services to its client base.
  • Innovation – It strives to predict beforehand the ever-changing needs of the clients and to come up with new strategies that are intended to meet those needs.
  • Integrity – Entrust exercises great integrity, utmost confidentiality, and overall reliability in all things it does.
  • Honesty – The company cherishes transparency in its dealings with its clients, employees, and business associates.
  • Education – It provides insightful education to its clients using the latest tools. The purpose of this education is to empower the clients to take full charge of their education.


The company employs a powerful and highly skilled team of workers to assist investors with whatever they may require to make the most of their investments.

The members of this team commit to greatly simplifying the self-direction process by tapping into their personal and first-hand experiences.

All the members of the team have attained the prestigious Certified IRA Services Professional Certification (CISP) qualification. They are also examined on a regular basis to see to it that they comply with the prevailing state and federal banking pre-conditions.

Other than this, they also partake of the ongoing educational programs to keep themselves up-to-date.

Apart from the skilled workforce, Entrust also runs many local offices that are manned by professional workers who possess the first-hand experience in all issues finance, real estate, and the self-directed IRAs.

These local offices also educate the clients and professionals on matters benefits of self-direction, investment options, and associated regulations.

Pricing & Fees

Needless to say, the company charges fees for the services it provides to clients. This is the list of the fees it levies its clients:

  • $50 – account setup fee
  • $250 – account termination fee
  • Service fee classification i.e. transaction-based, flat, hybrid, and asset-based.

Benefits of Entrust Group Self-directed IRAs

If you choose to invest with Entrust Group, you stand to reap these and indeed many more benefits:

Increased growth potential

Opening an account with this firm ushers you to a world of freedom of investment in almost all kinds of assets.

This stems from the fair degree of flexibility it gives you insofar as the amount of risk you take on is concerned. When properly leveraged, this leads to a higher rate of returns for you.

Puts you in full control of your financial future

By virtue of giving you a fair latitude of freedom, the firm also puts you in full control of your financial future.

Your membership in this investment scheme lets you apply your know-how to proper use. This in turn lets you make decisions that are based on what you know about the matters of investments.

Guards your wealth against economic fluctuations

Most investments are naturally prone to huge fluctuations of external economic circumstances. The Entrust Group aims also at safeguarding yours from these negative externalities.

Through this, it guarantees a stable and uninterrupted flow of returns on your investments. Moreover, it lets you diversify your portfolio accordingly.

Leverages the tax-advantaged account

To make the most of your savings and enjoy the highest returns on investments, you need to take advantage of the tax credits.

This firm is yet again capable of providing the necessary guidance with regard to this. It makes arrangements for you to tap into tax-free or tax-deferred investment options.

Popular Entrust Alternative Investment Options

Just in case you want to invest in something other than self-directed IRAs, Entrust has your back yet again. It has a plethora of other investment options for you to consider.

They too are similarly lucrative and enjoy the protection of the firm. They include:

Real estate

The firm facilitates the purchase of any real estate piece of property. These range from single-family homes to mortgage notes. It provides the guidance you need to select the kind of home that is desirable for your course and falls within your budget space.

Precious metals

A number of precious metals have been noted to deliver higher returns on investments as well. If you so wish, you may tap into them to shore up your returns.

These metals have the added advantage of weathering the unstable market conditions and remaining resilient in the face of inflation.

Private placements, LLCs

Some startups, especially those that are in the field of information technology, also tend to have a very promising future.

When tapped into in a timely manner, they too may bring about higher returns. Examples of these are hedge funds, land trusts, and tech startups.

Energy, oil, and gas

Even though the world is steadily shifting to electric and renewable energy, oil and gas are still here with us for quite some time.

You may also wish to take advantage of this window to invest and accrue some returns. This is an avenue you want to tread in, cautiously to prevent the long-term losses that are inevitable.

Secured and unsecured notes

Financial notes are yet other frontiers that are likely to rake in higher levels of profits. Secured and unsecured notes are two forms of these instruments.

They are used for private lending and have largely been touted to be safer while also returning higher yields to their holders.

Other alternative investments

A host of other alternative investments also exist for your attempt. Being so large, it is incumbent upon each investor to choose the combination of options that are desirable for him.

Entrust has a group of well-trained financial assistants who oversee the rollout of these options and their management.

Why choose Entrust Group?

These are the core reasons why working with the Entrust Group makes perfect sense:

Faster turnaround

The company commits to initiating the investment plan of the client within the shortest time possible.

Typically, it sorts out clients within 30 days. Thanks to this, the clients are happier, more fulfilled, and satisfied than those who opt to have their investments facilitated by alternative firms.

Length of experience

By virtue of having been operational for too long now (52 years since 1969), this firm is truly experienced in the matters of aiding investors in making their kill.

You are sure hence to enjoy the most comprehensive and profitable services you can possibly get in this firm.

Wider investment options

Though the company engages primarily in the self-directed IRAs, it also handles a variety of other investment options.

Regardless of your tastes, you may be sure to have at least one product that meets your needs well. This should give you all the reasons to partner with it.

Modest fees

Just as is the industry norm, this firm also levies some fees on all the products it handles.

Nonetheless, its fees are comparatively less than the other firms that deal in similar products as it. That should give you all the more confidence you need to work with it.

Utmost flexibility

As stated, the firm gives you some degree of freedom to channel the course of your investments.

Most important, it grants you the power to determine the nature of the investments you have in mind and the way in which you would wish to have the investments grow and thrive.

How to make an investment with Entrust Group?

If you have made your mind and would wish to make an investment with Entrust Group, you need to follow the procedures below:

Step 1: Call Entrust Group

Start by calling the Entrust Group to make an expression of interest. The receiver of the call at the other end will guide you through the numerous options that are available for your choice and attempting.

Step 2: Fill out the application form

The receiver of the call will give you an application form which you shall fill out. You will furnish all the vital pieces of information necessary for investing like your name, bank, and contact details.

Step 3: Decide the investment option of your liking

While filling the form, you have to decide the range of investments you need to enroll in. As a general rule, choose the one that you are most comfortable with and understand pretty well.

Step 4: Fund the investment

Finish off by funding the investment appropriately. This simply means you transferring the funds that are necessary for the investment from your bank account to that of the Entrust Group.

PROs & CONs working with Entrust Group


This is a list of some of the benefits of this firm:

  • Offers a broader investment portfolio.
  • Works with a team of competent and experienced staff.
  • Assigns an individual financial adviser to take you through each step.
  • Levies modest fees for all the products it provides.
  • All its investment portfolios yield higher returns.


Here is a list of the downside of this firm:

  • Only suitable for the retirees

Frequently asked questions about Entrust Group

Let us now answer some of the pertinent questions regarding this firm:

Q1. How is The Entrust Group rated?

A. As of now, it commands a whopping 4-star rating. This means many past clients were truly satisfied with the kinds of services they derived from the firm.

It is also a pointer to the fact that you also stand to accrue the selfsame awesome services if you choose to work with it.

Q2. What days are The Entrust Group open?

A. The company opens its doors for business every Monday through Friday from 8:30 am – 5:00 pm. You need not only visit it in person to start your investments though.

That is because it operates a website round-the-clock via which you may access its services online.

Q3. Is Entrust Group legit?

A. YES, it is! It is for all practical purposes a well-regarded account administrator.

Moreover, it has also overseen self-directed retirement accounts and tax-advantaged plans for many clients. As we speak, it manages assets of a combined value of $4 billion.


We now challenge you to go ahead and open an account with the firm. It is highly profitable and very able to manage your investments safely with the least losses possible.

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