How does the advisor help clients – Key Takeaways:
ENTRUST INVESTMENT SERVICES, INC. is a reputable financial firm that offers personalized and comprehensive investment solutions for its clients. The company takes a holistic approach to financial planning and works closely with clients to understand their goals, risk tolerance, and financial needs. Its team of experienced advisors provides expert guidance and tailored strategies to help clients achieve their investment objectives.
Facts and Insights
ENTRUST INVESTMENT SERVICES, INC. has been in business since 1998 and is headquartered in New York City. The company currently manages over $2 billion in assets under management and has a team of 25 qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25 | Since 1998 |
Financial Services Offered
ENTRUST INVESTMENT SERVICES, INC. provides a wide range of financial services, including investment management, retirement planning, education planning, estate planning, and insurance planning. The company also offers tax planning and business succession services for its clients. Its advisors are well-versed in various investment strategies and can create personalized portfolios to meet the unique needs of each client.
Client Types
The firm caters to a diverse clientele, including individuals, families, and business owners. Its advisors have extensive experience working with clients from different age groups, income levels, and backgrounds. ENTRUST INVESTMENT SERVICES, INC. understands that each client has different financial goals and needs, and they strive to provide customized solutions for each client.
Fees & Compensation
ENTRUST INVESTMENT SERVICES, INC. follows a fee-based structure for its services, which means that its advisors are compensated based on a percentage of the client’s assets under management. This model aligns the interests of the firm with those of its clients, ensuring that the advisors are motivated to help clients grow their portfolios. The fees charged by the company are transparent, and clients are informed of all costs upfront.
Background
The founders of ENTRUST INVESTMENT SERVICES, INC. have over 50 years of combined experience in the financial industry. The company prides itself on its team of highly qualified and experienced advisors who are committed to helping clients achieve their financial goals. The firm also values ongoing education and training for its advisors to ensure that they are up-to-date with the latest industry trends and strategies.
Financial Advisor Disclosures to Know
ENTRUST INVESTMENT SERVICES, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm is legally bound to act in the best interests of its clients and must disclose any potential conflicts of interest. Additionally, its advisors are required to adhere to strict ethical standards, and any disciplinary actions or regulatory proceedings against them can be found on the SEC’s website.