Campbell, CA Office
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Entrust Investment Services, Inc
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Firm-wide stats for Entrust Investment Services, Inc
About
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.
Based on Entrust Investment Services, Inc
Location
1901 S Bascom Avenue, Suite 1150
Campbell CA 95008
Advisors at this office
3
Advisors at this office
Kyle M
Series 66
Campbell, CA
Entrust Investment Services, Inc
Kyle McCauley is a financial advisor with Entrust Investment Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Entrust, he was affiliated with City Center Advisors, LLC and City Center Financial, LLC. Outside of his advisory work, he owns and operates a farming business through Green Pastures CSA, LLC. Entrust Investment Services provides discretionary investment management and financial planning to individuals, businesses, and other registered investment advisers. The firm employs Modern Portfolio Theory and offers services including ERISA plan management and the use of options and leveraged strategies in managed accounts.
Jesse B
Series 63, Series 65
Campbell, CA
Entrust Investment Services, Inc
Jesse Burns is a financial advisor at Entrust Investment Services, Inc with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he has engaged in sales of home security and automation products through affiliated companies. Entrust Investment Services provides discretionary investment management and financial planning to a diverse client base, including other registered investment advisers, high-net-worth individuals, and businesses. The firm utilizes a Modern Portfolio Theory approach and offers ERISA plan services alongside public educational seminars.
Roberto T
Series 63, Series 65
Campbell, CA
Entrust Investment Services, Inc
Roberto Trejo is a financial advisor with Entrust Investment Services, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Roberto is also the managing director of Coeus Financial & Insurance Services Inc., an insurance agency where he recommends and places life and annuity products. Entrust Investment Services provides discretionary investment management and financial planning to a diverse client base, including other registered investment advisers, high-net-worth individuals, households, and businesses. The firm employs a Modern Portfolio Theory framework and offers unique services such as acting as a sub-advisor for other RIAs, providing ERISA 3(38) investment management, and conducting no-cost public educational seminars.
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