Next Generation Trust Company Partners with KJLK & Co. to Offer Accredited Investors Access to Square One Fund

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 allows investors with self-directed IRAs at Next Generation to include alternative investments in their retirement portfolios, broadening their diversification beyond traditional assets.

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. The platform allocates capital across a diversified group of vetted underlying managers in private equity, venture capital, private credit, hedge fund strategies, real estate, and infrastructure. This architecture enables KJLK to accommodate both qualified purchasers and accredited investors through a dedicated parallel feeder vehicle, offering streamlined access to alternative strategies.

Jaime Raskulinecz, CEO of Next Generation Trust Company, emphasized the importance of this partnership for clients: "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." 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., noted the benefits of the Square One Fund: "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." He highlighted the firm's value-oriented investment philosophy and the fund's redemption flexibility compared to many private funds. LaTurner selected Next Generation as a strategic partner because of their entrepreneurial spirit and operational flexibility, which aligns with KJLK's quantitative and portfolio management approach.

The partnership also extends to financial advisors. Raskulinecz invited independent fee-based advisors to work with Next Generation to expand their clients' access to alternative assets while retaining client relationships and assets under management. "When their clients open a self-directed IRA at Next Generation, those advisors retain the client relationship and assets under management, and continue collecting their customary fees while helping their clients build a more eclectic portfolio," she said. This arrangement benefits both advisors and clients by integrating alternative investments into retirement planning.

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 the Square One Fund, visit convictionfunds.com.