A complete list of active advisors currently associated with Entrust Investment Services, Inc

Warmer can help you find a great advisor at Entrust Investment Services, Inc or one who fits your needs even better.

Entrust Investment Services provides discretionary investment management and financial planning to a mix of clients, including other registered investment advisers through third‑party asset management arrangements, high‑net‑worth private clients, individual households, and businesses. The firm also offers ERISA plan services (including the ability to act as a 3(38) investment manager), participant account management via a third‑party platform, and public educational seminars and workshops. The firm applies a Modern Portfolio Theory framework and builds portfolios that consider clients’ goals, risk tolerance, time horizons, tax variables and individual preferences, with account reviews at least quarterly and periodic rebalancing. Entrust discloses use of option strategies, leverage and derivatives in managed accounts and discusses related borrowing and leveraged risks in its disclosures. What is uncommon about Entrust relative to many peers is the combination of acting as a sub‑advisor/third‑party portfolio manager for other RIAs while also providing ERISA 3(38) services and held‑away participant account oversight. The firm’s principals maintain insurance‑agency activities—generating commission income disclosed as a potential conflict that the firm says it manages—and the firm runs no‑cost public seminars as part of its client education program.

To learn more about the advisors currently working at Entrust Investment Services, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Entrust Investment Services, Inc's office locations.

Name	Location	Years of experience
Jesse Burns	Campbell, CA	2
Kyle Mccauley	Campbell, CA	12
James Moore	Laredo, TX	14
Roberto Trejo	Campbell, CA	14

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