Entrust Investment Services, Inc

**Entrust Investment Services, Inc. Summary:** Entrust Investment Services, Inc. is an investment advisor firm established in January 2023 by Kyle J McCauley and Robert A Trejo. The firm specializes in providing investment management services to various clients, including Registered Investment Advisers, High-Net-Worth Individuals, and individuals, households, and businesses seeking portfolio management services. Entrust offers discretionary asset management services through Third-Party Asset Management programs and provides investment management services tailored to client goals, risk tolerance, and preferences. **Consumer-Facing Terms:** - **Minimum Initial Investment:** Typically $100,000, subject to waiver at the firm's discretion. - **Fee Structure:** Annual advisory fee based on total assets under management, with a maximum annual fee of 2%. - **Fiduciary Status:** The firm and its advisors are fiduciaries, obligated to act in the best interests of clients. - **Investment Discretion:** Clients grant Entrust discretionary authority to manage their accounts, including trading decisions. - **Investment Philosophy:** Utilizes Modern Portfolio Theory to maximize portfolio return for a given level of risk. **Advisory Business Description:** Entrust Investment Services offers Third-Party Asset Management, investment management, and ERISA plan services. The firm's investment strategies are tailored to client objectives, risk tolerance, and time horizons. Entrust also provides financial planning services and holds educational seminars. The firm's principals, Kyle J McCauley and Robert A Trejo, hold various financial certifications and have extensive experience in the financial industry. For more detailed information, you can refer to the full brochure provided by Entrust Investment Services, Inc.