Entrust Investment Services

Entrust Investment Services

Entrust Investment Services was formed in 2023 in Campbell, California, by co-directors Robert Trejo and Kyle McCauley. Trejo brought his experience as managing director of Coeus Financial, while McCauley had previously helped build a retirement planning firm to more than $100 million in assets. The firm was established explicitly to make the individually tailored investment strategies each principal had developed for their personal clients available to other registered investment advisors. The firm’s investment philosophy rejects model portfolios. Instead, Entrust constructs each allocation around 14 individualizing factors — including required income, tax exposure, and inflation sensitivity — that it argues are absent from standard risk-tolerance questionnaires. On the private-client side, the firm offers a discretionary, invitation-only service that is not purely net-worth-gated but requires a subjective “match” with the team. For RIA partners, Entrust functions as a sub-advisor or outsourced investment-management provider, delivering bespoke portfolio construction that external advisors can use with their own end clients. The firm’s website implies a focus on US-domiciled, tax-aware separate accounts rather than pooled vehicles. As of mid-2026, Entrust operates from a single location in Campbell, California, and has not publicly disclosed its total regulatory assets under management. The firm is structured as a corporation and registered as an investment advisor. Both Trejo and McCauley hold multiple professional designations — including Certified Financial Fiduciary, Chartered Retirement Planning Counselor, and Accredited Portfolio Management Advisor — and each carries individual Series 65 or 66 licenses. Entrust’s structure differs from many RIA platforms by making customized, factor-based portfolio construction — not a packaged model suite — its primary differentiator. The advisor-facing service is designed to let external RIAs retain client relationships while outsourcing the underlying investment-design work, a model that competes against turnkey asset management programs but stakes its claim on portfolio individuation rather than scale or brand recognition.