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 allow investors to include alternative investments such as private equity, venture capital, private credit, hedge funds, real estate, and infrastructure in their self-directed IRAs.
Jaime Raskulinecz, CEO of Next Generation Trust Company, emphasized the significance of the partnership: "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." Next Generation offers full account administration and asset custody for self-directed IRAs and other plans.
Square One Fund, LP operates as a dual-track private investment platform with 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. The platform is designed to accommodate both qualified purchasers and accredited investors, providing streamlined access to alternative strategies through a single ecosystem.
Joseph LaTurner, principal of KJLK & Co., explained the fund's approach: "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."
Eligible investors must open and fund a self-directed account with Next Generation and then 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.
The partnership also extends to registered investment advisors (RIAs), who can help their high-net-worth clients gain exposure to non-correlated alternative assets through self-directed IRAs. Raskulinecz noted, "We invite independent fee-based financial advisors to work with us and expand their clients' access to alternative assets while also enhancing their own investment knowledge. When their clients open a self-directed IRA at Next Generation, those advisors retain the client relationship and assets under management."
LaTurner selected Next Generation as the firm's strategic partner due to their entrepreneurial spirit and operational flexibility, which he believes aligns with KJLK's quantitative and portfolio management approach. Next Generation Trust Company is officially featured under "Products" on the KJLK website as the preferred self-directed IRA custodian.
For more information about Next Generation Trust Company and alternative assets, visit https://www.NextGenerationTrust.com. To learn more about KJLK & Co. and the Square One Fund, visit www.convictionfunds.com.
Square One Fund is offered pursuant to Rule 506(c) of Regulation D. 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.
