Can you invest in the assets you want to invest in, or are your choices limited? How easy is the website to navigate for your investments, and can you make the transactions you want to make? When you want to talk to a real person, how friendly and informed are they?
You deserve more from your IRA provider. We're about to tell you how to uncover your options with Entrust.
Entrust is all about giving you control of your retirement investments. People who recently transferred their accounts to Entrust can back us up. Now that they’ve been with us for a while, eight out of 10 are satisfied with the move. (And we’re working hard to make that 10 out of 10!)
To get a better understanding of what our clients want, we conducted a survey of clients who transferred their IRAs to us last year and here's what we learned:
Of the people we surveyed, 40% were unhappy with the limited investment choices offered by their previous administrator. Specifically, many were looking to invest in real estate and passive ventures—things that larger financial services companies —do not allow in IRAs. Entrust does.
We offer the following investment options:
One client told us we, “made the process smooth and easy to navigate when purchasing real estate inside the IRA. They were very responsive and the process moved along quickly.”
In addition, Entrust supports you with expert recordkeeping, transaction processing, and accurate reporting. It's your IRA, your way, and its time to take control of your investment decisions.
Work With Trusted, Trained Professionals
Entrust pioneered the Self-Directed IRA business 36 years ago, and we’re still one of the most trusted names in the space. Our survey bears this: 20% of the respondents listed Entrust’s reputation as an important factor in their decision to transfer their accounts to us. 13% cited the positive reviews we have garnered online.
We earned our reputation by making sure our staff is trained and always up-to-date on the current rules and regulations. We also want to help you become a more knowledgeable and confident investor. That’s why we offer an exceptional array of educational materials. You will find articles, webinars, videos, and more at our Learning Center.
We’re proud that nearly half (47%) of the new account holders we surveyed included “word of mouth referral” among the factors that led them to open an account with Entrust. Those referrals came from friends, family, real estate professionals, and financial advisors, trusted sources who, in turn, trust Entrust.
And now that they’ve experienced self-direction with Entrust, 100% of the survey respondents said they would recommend Entrust. As one client said, “I believe the company is a trustworthy custodian of my account.”
Come take a look yourself and get started with Entrust today with a free consultation from one of our experienced Self-Directed IRA professionals. It's your IRA, your way.