Entrust Investment Services, Inc

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Client assets under management

$139,745,984

Clients

166

27% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$841,843

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.

Client services

Financial planning Portfolio management Educational seminars or workshops

Qualified retirement plans including 401k plans, 403b plans, and profit-sharing plans

Expertise

Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fees are non-negotiable, billed 50% in advance with balance due upon delivery; fee may be waived if client implements plan through Entrust.

Percentage

$0.00 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%

Commissions

Insurance product commissions may be earned by representatives when selling insurance products; commissions create conflicts of interest but are disclosed.

Project-based

$500 per hour for planning services, fees may be waived at advisor's discretion.

Other

Account minimum: $100,000

Main office location

Entrust Investment Services, Inc

1901 S Bascom Avenue, Suite 1150

Campbell CA 95008, United States

Number of offices

Most active in

California · Michigan

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 408-429-8444

Advisors at this firm

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.

Options & derivatives strategies Founder/Business Owner Executive

Roberto T

Series 63, Series 65

Campbell, CA

Entrust Investment Services, Inc

Roberto Trejo is a financial advisor at Entrust Investment Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Client One Securities, LLC. Outside of his advisory role, he serves as 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 individuals, businesses, and other advisers, utilizing third-party asset management and offering ERISA plan services. The firm employs Modern Portfolio Theory and a range of investment tactics, including options and leverage, and is notable for hosting educational seminars and combining multiple service offerings in a two-advisor setup.

Options & derivatives strategies Founder/Business Owner Executive

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