The Entrust Group, Inc. recently announced its top accomplishments for the 2015 fiscal year.
Double-digit growth in transaction volumes: Entrust’s assets under administration grew more than 10 percent and overall transaction volume increased by 17 percent. Real estate transactions led the curve, increasing 21 percent over 2014. Transaction volume in precious metals increased 13 percent and transactions in other alternative investments grew by 18 percent.
New Ways of Serving Investors: The opening of two new offices in New Jersey and North Carolina underscoresEntrust’s commitment to providing one-on-one personalized services and dedicated points of contact to self-directed investors and professionals.
The Entrust Group also expanded online client access through an enhanced client portal. It gives clients greater insight into the details of their IRAs and their myDirection Visa® Prepaid Cards.
“We continue to address the need of our self-directed clients by making it easier for them to access all of their accounts via a single sign-on to assess account performance, while providing them the highest level of security,” says Hubert Bromma, founder and CEO of The Entrust Group.
IRS Approved Continued Education Provider: The Entrust Group was approved by the IRS to offer continuing education (CE) to enrolled agents and enrolled retirement plan agents. Entrust also is approved to deliver CE courses to realtors in California, Missouri, New Jersey, and Florida, as well as CE to Certified Public Accountants (CPAs) and Certified Finance Professionals (CFPs), nationally.
The Entrust Group IRA Academy, an educational program approved by the Institute of Certified Bankers, delivered four courses for Certified IRA Services Professionals (CISP) to other self-directed IRA providers.
“With 78 million baby boomers reaching retirement age, it is essential for financial organizations to be prepared to answer questions for individuals who want to make informed decisions as they steward their hard-earned retirement savings. We are committed to helping financial organizations and professionals increase their knowledge in IRAs,” says John Paul Ruiz, Director of Professional Development.
For more information, visit www.theentrustgroup.com.
