The Entrust Group Employee Directory
Financial ServicesCalifornia, United States51-200 Employees
The Entrust Group is a midsize financial services firm based in Oakland, California. It offers self-directed IRAs that allow investors to deploy 401(k) or IRA funds into assets such as real estate, private equity, precious metals, and other IRS-permitted investments. Unlike conventional IRAs, which are typically limited to stocks and bonds, self-directed accounts give investors access to a broader range of assets, enabling diversification and greater control while preserving the conventional tax advantages of an IRA. The company counts more than 24,000 investors and administers over $5 billion in assets, reflecting more than four decades in the industry. It provides an online portal designed to support rapid transactions and straightforward portfolio management. In 2024, Entrust announced leadership changes, including Tim Bailey being named Director of Marketing and Caroline Baldwin promoted to Chief Operating Officer.