Next Generation Trust Company Helps Financial Advisors Expand Alternative Asset Access for Clients

Next Generation Trust Company, a full-service administrator and asset custodian for self-directed IRAs and other plans, is working with independent fee-based financial advisors to introduce clients to alternative assets such as real estate, precious metals, and private placements. The initiative comes as several leading retail brokerages and financial advice companies have begun expanding access to cryptocurrency futures, signaling a broader shift toward alternative investments in the retail market. For self-directed investors, however, cryptocurrency and related investments have long been among the many alternative assets they may include in a self-directed IRA.

In an article published on the company's website, CEO Jaime Raskulinecz explained why independent fee-based financial advisors are working with her firm to expand clients' access to alternative assets. "We have found that many financial advisors turn clients away from alternative investments because those assets are not in their usual advisory wheelhouse," said Raskulinecz. "However, by working with Next Generation, independent fee-based advisors retain their assets under management, customary fee structure, and valued client relationships without the burden of handling asset custody, administration, and transaction execution. And because we do not offer investment advice, we never compete with advisors."

The arrangement allows advisors to diversify their practice and expand their own investment portfolios through increased knowledge about alternative assets. Information about the company's advisory structure is available here. Independent fee-based advisors are invited to sign up for emails that provide details about working with the company, as well as education about alternative assets, at www.NextGenerationTrust.com.

The development matters for Texas because the state is home to a growing number of independent financial advisors and self-directed investors seeking diversified retirement strategies. By enabling advisors to retain clients who want alternative assets without taking on custody or administration duties, Next Generation Trust Company could help keep assets under management within Texas advisory firms and encourage broader adoption of self-directed IRAs. The firm acts strictly as a neutral, administrative third-party custodian and does not evaluate, recommend, or endorse any investment product or strategy.