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Advisors & Issuers

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For over 40 years, The Entrust Group has empowered investors to take control of their retirement portfolios with self-directed IRAs. Now, we’re ready to invest in your career. Whether you’re a financial advisor, investment issuer, or other financial professional, explore how SDIRAs can become a powerful asset to grow your business and achieve your professional goals.

Learning Center

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Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

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Trust Deeds 2.0: How Experts Find and Vet Investments


With real estate investors facing inflation and tighter bank lending, demand is growing for private loans like deeds of trust. Curious how that helps you? Well, these investments offer you collateral since the legal title of a property is held by a trust until the borrower repays their debt to the lender. That's how you minimize risk in a chaotic environment. 

Ready to get involved and wondering where to start? Or maybe you found an investment but not sure if it's legitimate. No matter your experience, you must learn how to research modern markets opportunities and vet investments for legitimacy before investing.

In this replay, trust deed expert, Kevin Amolsch, walks you through these essential practices. Check it out if you want to learn how to: 

  • Understand trust deed basics that interested investors must know first
  • Analyze market data to identify investment opportunities 
  • Vet opportunities for legitimacy & strategic alignment with proper due diligence 
  • Explain how investments practically work using real-world examples 
  • Use best practices for getting started and maintaining investments with your IRA

Date: September 11, 2024
Duration: 59 minutes (including 18-minute Q&A starting at 41:18)
Speakers:
     -     Bill Neville: Business Development Manager at The Entrust Group
     -     Kevin Amolsch: President at Pine Financial Group
Presentation Slides: View or download the presentation slides here.
Presentation Audio: Stream or download the mp3 here.
Presentation Timestamps:
Section 1
: What is private debt?
       • Starts: 05:43
       • Ends: 07:06
Section 2: Finding opportunities
       • Starts: 07:07
       • Ends: 13:21
Section 3: What should be included in your due diligence
       Starts: 13:22
       • Ends: 19:53
Section 5: Reading an appraisal
       • Starts: 19:54
       • Ends: 31:48

Section 6: Pitfalls to avoid
       Starts: 32:28
       • Ends: 36:18
Section 7: How it Works in an IRA
       Starts: 36:31
       • Ends: 39:30
Section 8: Q&A Time
       Starts: 41:18
       • Ends: 59:29


We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming event.

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