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. This collaboration aims to allow investors with self-directed IRAs to incorporate alternative investments into their retirement portfolios, enhancing diversification and potential returns.
Jaime Raskulinecz, CEO of Next Generation Trust Company, highlighted the significance of this partnership, stating, "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.
Square One Fund, LP, operates as a dual-track private investment platform utilizing parallel fund structures under Sections 3(c)(1) and 3(c)(7) of the Investment Company Act of 1940. The platform allocates capital across a diversified group of carefully vetted underlying managers, spanning private equity, venture capital, private credit, hedge fund strategies, real estate, and infrastructure. This architecture allows KJLK to accommodate both qualified purchasers via its main fund and accredited investors via a dedicated parallel feeder vehicle, providing streamlined access to alternative strategies through a single, professionally managed ecosystem.
Joseph LaTurner, principal of KJLK & Co., LLC, explained the value proposition: "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. Our team consistently compares intrinsic value against cost, adhering strictly to our value-oriented investment philosophy, principles and fundamentals regardless of broader market cycles." He noted that the fund offers greater redemption flexibility than many comparable private funds.
LaTurner selected Next Generation as the strategic partner due to Raskulinecz's entrepreneurial spirit and the team's ability to think differently about investing. He remarked, "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.
To participate, eligible individual 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.
LaTurner added that 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 extended an invitation to independent fee-based financial advisors: "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."
This partnership underscores the growing trend of incorporating alternative assets into retirement planning, offering accredited investors access to institutional-grade investment strategies that were previously difficult to obtain. By leveraging self-directed IRAs, investors can potentially enhance portfolio diversification and long-term growth.
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.
Square One Fund, LP is offered pursuant to Rule 506(c) of Regulation D under the Securities Act of 1933. This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Any offering is made solely to verified, eligible investors through the fund's official Private Placement Memorandum (PPM) and Subscription Documents.
