Next Generation Trust Company, a custodian of self-directed retirement plans, has announced a strategic partnership with KJLK & Co., LLC, to provide accredited investors with access to the Square One Fund platform. The collaboration aims to enable investors to diversify their retirement portfolios with alternative assets, including private equity, venture capital, private credit, hedge fund strategies, real estate, and infrastructure.
Jaime Raskulinecz, CEO of Next Generation Trust Company, stated, "This strategic partnership allows our accredited investor clients to diversify their retirement investments via high-value alternative assets using funds from their Next Generation IRA, embedding a broadly diversified product into their overall portfolio." To participate, eligible investors must open and fund a self-directed account with Next Generation, then deploy retirement assets to subscribe for a limited partnership interest in the fund. As a Rule 506(c) offering, all investors' statuses are subject to mandatory independent third-party verification.
Joseph LaTurner, principal of KJLK & Co., LLC, explained that "Square One Fund provides access to alternative strategies and private markets in a structure that systematically addresses the general lack of liquidity and the heavy due diligence burdens individual investors typically face." He highlighted the firm's value-oriented investment philosophy, which compares intrinsic value against cost, regardless of market cycles. "This disciplined approach delivers strong long-term benefit to our partners, structured with greater redemption flexibility than many comparable private funds," LaTurner added.
LaTurner selected Next Generation as his firm's strategic partner because of Raskulinecz's entrepreneurial spirit and the team's ability to think differently about investing. He noted that "their operational flexibility reflects positively on what we do on the quantitative and portfolio management side." Next Generation Trust Company is officially featured under "Products" on the KJLK website as the preferred self-directed IRA custodian for its alternative strategy and private market products.
Many registered investment advisors (RIAs) have inquired about the fund on behalf of their high-net-worth clients, highlighting how these clients stand to benefit from utilizing a self-directed IRA to seamlessly capture non-correlated alternative asset exposure. Raskulinecz agreed and invited independent fee-based financial advisors to work with them: "When their clients open a self-directed IRA at Next Generation, those advisors retain the client relationship and assets under management, and continue collecting their customary fees while helping their clients build a more eclectic portfolio through the many nontraditional investments self-direction allows."
For more information about Next Generation Trust Company and the many alternative assets allowed through self-direction, visit NextGenerationTrust.com. To learn more about KJLK & Co. and its Square One Fund, visit convictionfunds.com.
