The Entrust Group Leveraged “Financial Fitness” to Advance its Online Presence and Transaction Volume in 2016

OAKLAND, Calif., April 4, 2017 /PRNewswire/ — The Entrust Group, Inc. is leading the self-directed IRA industry into the digital sphere. In 2016, the number of people using its online client portal soared from 500 to 9,800—an increase of 1860%. The Entrust client portal accounted for 35% of new self-directed IRA applications, and users continue to login to monitor their accounts and conduct business, to the tune of 300 unique logins daily. In addition, its website was a finalist in the 2016 HubSpot Impact awards.

Many of the transactions clients log in to perform are investment purchases. Entrust clients bought real estate valued at $92.8 million in 2016, and sold property worth a total of $42.5 million. Clients also bought $229 million in alternative assets, such as private stock, limited partnerships, and limited liability companies.

The timeliness of Entrust’s focus on encouraging investors to improve their “financial fitness,” was demonstrated by the completion of cash and in-kind transfers from other institutions, representing more than $310 million in new assets. The Entrust Group now administers over $2 billion in self-directed assets for its clients.

New Office and New Education Offering
Entrust hosted its first IRA Academy for financial professionals in Las Vegas in October 2016. Approved by the Institute of Certified Bankers (ICB) to prepare candidates for the Certified IRA Services Professional (CISP) exam, it highlights Entrust’s commitment to helping financial advisors, trust officers, CPAs, brokers, and others improve their knowledge of the rules and opportunities in retirement savings.

Attendees found the 2016 IRA Academy “structured and informative,” “pertinent and relevant.” The 2017 IRA Academy will be held October 23-27 at the Rosen Plaza Hotel in Orlando, Florida.

With the opening of an office in Phoenix, Arizona, Entrust now boasts eight offices nationwide, the most of any self-directed IRA administrator. Kevin Mark, who has more than 20 years in the real estate, business development, banking, and investment sectors, heads the Phoenix office.

About The Entrust Group, Inc.
For over 35 years, The Entrust Group has provided account administration services for self-directed retirement plans and has been an acknowledged authority in the field. With locations throughout the US, Entrust’s team of professionals are regularly examined to ensure compliance with current state and federal banking requirements, and keep up-to-date by participating in ongoing educational programs to ensure that they share the most accurate information with clients. For more information about The Entrust Group, or self-directed IRAs, please visit www.theentrustgroup.com.

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SOURCE The Entrust Group, Inc.