Next Generation Trust Company, a custodian of self-directed retirement plans, has announced a strategic partnership with KJLK & Co., LLC, a firm specializing in institutional-grade investment management and quantitative research. The collaboration will provide accredited investors with self-directed IRAs at Next Generation access to the Square One Fund platform, allowing them to include alternative investments in their retirement portfolios.
The 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. It allocates capital across a diversified group of vetted underlying managers, spanning private equity, venture capital, private credit, hedge fund strategies, real estate, and infrastructure. This architecture accommodates both qualified purchasers via its main fund and accredited investors via a dedicated parallel feeder vehicle, offering streamlined access to alternative strategies through a single, professionally managed ecosystem.
Jaime Raskulinecz, CEO of Next Generation Trust Company, stated that this partnership enables their 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., explained that Square One Fund provides access to alternative strategies and private markets in a structure that systematically addresses the lack of liquidity and heavy due diligence burdens individual investors typically face. He emphasized the team's disciplined approach, comparing intrinsic value against cost and adhering strictly to a value-oriented investment philosophy regardless of broader market cycles. This approach aims to deliver strong long-term benefits to partners, structured with 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, noting that their operational flexibility reflects positively 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 could benefit from utilizing a self-directed IRA to capture non-correlated alternative asset exposure. Raskulinecz agreed, inviting independent fee-based financial advisors to work with them to expand their clients' access to alternative assets while also enhancing their own investment knowledge. When clients open a self-directed IRA at Next Generation, advisors retain the client relationship and assets under management, and continue collecting their customary fees while helping clients build a more eclectic portfolio 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. 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 and Subscription Documents, which contain critical details regarding investment terms, fees, liquidity provisions, tax implications, and risk factors, including the potential loss of principal capital.
The partnership underscores the growing trend of incorporating alternative assets into retirement planning, offering accredited investors a way to diversify beyond traditional stocks and bonds. By leveraging self-directed IRAs, investors can gain exposure to private markets and alternative strategies that were previously accessible mainly to institutional investors. This move could potentially reshape how individuals approach retirement investing, providing more tools for portfolio diversification and long-term wealth building.
