Next Generation Trust Company, a full-service administrator and asset custodian for self-directed IRAs, is actively working with independent fee-based financial advisors to introduce their clients to alternative assets such as real estate, precious metals, and private placements. The move comes as major retail brokerages have begun expanding access to cryptocurrency futures, signaling a broader shift toward alternative investments. For self-directed investors, however, such assets have long been accessible through self-directed IRAs, and Next Generation aims to bridge the gap between advisors and these opportunities.
In an article published on the company's website, CEO Jaime Raskulinecz explained that many financial advisors avoid recommending alternative investments because those assets fall outside their typical advisory expertise. By partnering with Next Generation, independent fee-based advisors can retain their assets under management, customary fee structure, and client relationships without the burden of handling asset custody, administration, and transaction execution. Importantly, Next Generation does not offer investment advice, so it never competes with advisors.
The implications are significant for both advisors and their clients. Advisors gain a way to diversify their practice and expand their own knowledge of alternative assets, while clients benefit from access to investments that can enhance portfolio diversification beyond traditional stocks, bonds, and mutual funds. Next Generation's role as a neutral, administrative third-party custodian ensures that advisors remain the primary source of investment guidance, preserving the advisory relationship. This structure allows advisors to offer a wider range of options without taking on operational complexities.
For advisors interested in learning more about the company's advisory structure, detailed information is available here. Independent fee-based advisors are also invited to sign up for emails that provide details about working with the company and education about alternative assets at www.NextGenerationTrust.com.
The announcement underscores a growing trend in the financial services industry: as investors seek greater diversification, the demand for alternative assets is rising. By facilitating access through self-directed IRAs, Next Generation Trust Company is positioning itself at the center of this shift, helping advisors meet client demand while maintaining their fiduciary roles. The partnership model also addresses a common pain point for advisors—the reluctance to recommend assets they cannot custody or administer—by providing a seamless, white-glove service that handles transactions from start to finish.
