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, a dual-track private investment platform. This collaboration allows investors to use funds from their self-directed IRAs to invest in a diversified portfolio of alternative assets, including private equity, venture capital, private credit, hedge fund strategies, real estate, and infrastructure.
Jaime Raskulinecz, CEO of Next Generation Trust Company, emphasized the significance of this partnership for her clients: "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." The firm offers full account administration and asset custody for self-directed IRAs and other self-directed plans.
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., 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 noted that the fund's disciplined, value-oriented investment philosophy aims to deliver strong long-term benefits with greater redemption flexibility than many comparable private funds.
LaTurner selected Next Generation as the firm's strategic partner because of Raskulinecz's entrepreneurial spirit and the team's ability to think differently about investing. "Their operational flexibility reflects positively on what we do on the quantitative and portfolio management side," he added. 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.
The partnership also addresses the growing interest from registered investment advisors (RIAs) who have inquired about the fund on behalf of their high-net-worth clients. Raskulinecz noted that these clients can benefit from utilizing a self-directed IRA to seamlessly capture non-correlated alternative asset exposure. She invited independent fee-based financial advisors to work with Next Generation, allowing them to retain client relationships and assets under management while helping clients build more eclectic portfolios through nontraditional investments.
For more information about Next Generation Trust Company and the alternative assets allowed through self-direction, visit NextGenerationTrust.com. To learn more about KJLK & Co. and its Square One Fund, visit convictionfunds.com.
