Curated News
By: NewsRamp Editorial Staff
August 29, 2026
Next Generation Trust Partners with KJLK to Offer Alternative Assets via Self-Directed IRAs
TLDR
- Accredited investors gain exclusive access to Square One Fund's diversified alternative assets via self-directed IRAs with Next Generation Trust Company.
- Next Generation Trust Company partners with KJLK & Co. to offer Square One Fund, a dual-track platform under 3(c)(1) and 3(c)(7), allocating across private equity, venture capital, and more.
- This partnership empowers investors to diversify retirement portfolios with alternative assets, fostering financial resilience and long-term growth for a better tomorrow.
- Square One Fund bridges the gap between individual investors and institutional-grade private markets, featuring a value-oriented philosophy and flexible redemption options.
Impact - Why it Matters
This partnership matters because it provides accredited investors with a streamlined way to incorporate alternative investments into their retirement portfolios, potentially enhancing diversification and returns. It also empowers financial advisors to offer these opportunities without losing client relationships, and it underscores the growing trend of self-directed IRAs as a vehicle for accessing private markets, which were previously difficult for individual investors to reach due to high minimums and due diligence requirements.
Summary
Jaime Raskulinecz, CEO of Next Generation Trust Company, has announced a strategic partnership with KJLK & Co., LLC to offer accredited investors with self-directed IRAs access to the Square One Fund platform. Square One Fund, LP is a dual-track private investment platform that allocates capital across a diversified group of underlying managers in private equity, venture capital, private credit, hedge fund strategies, real estate, and infrastructure. The platform uses parallel fund structures under Sections 3(c)(1) and 3(c)(7) of the Investment Company Act of 1940, catering to both qualified purchasers and accredited investors through a dedicated parallel feeder vehicle.
This partnership allows accredited investors to diversify their retirement portfolios with alternative assets using funds from their Next Generation IRA. To participate, investors must open and fund a self-directed account with Next Generation and 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, highlighted that Square One Fund provides access to alternative strategies and private markets in a structure that addresses liquidity and due diligence burdens. He selected Next Generation as a strategic partner because of their entrepreneurial spirit and operational flexibility. Next Generation Trust Company is featured under "Products" on the KJLK website as the preferred self-directed IRA custodian.
The partnership also extends to independent fee-based financial advisors, who can retain client relationships and assets under management while helping clients build more eclectic portfolios through self-directed IRAs. For more information, visit Next Generation Trust Company and KJLK & Co..
Source Statement
This curated news summary relied on content distributed by 24-7 Press Release. Read the original source here, Next Generation Trust Partners with KJLK to Offer Alternative Assets via Self-Directed IRAs
