Next Generation Trust Company Expands Alternative Asset Access for Independent Advisors

What Happened

Next Generation Trust Company is positioning itself as a partner for independent financial advisors seeking to diversify client retirement portfolios. By offering custodial services for self-directed retirement accounts, the firm allows advisors to incorporate nontraditional holdings like real estate and commodities.

CEO Jaime Raskulinecz notes that many advisors avoid alternative assets due to a lack of specialized knowledge or administrative support. The firm aims to fill this gap by handling the complex backend tasks associated with holding non-standard assets.

The company emphasizes a non-competitive model, meaning it acts strictly as a custodian rather than an investment advisor. This structure allows independent professionals to maintain their existing client relationships while expanding the range of available investment vehicles.

The Core Points

Next Generation Trust Company is providing custodial support for alternative assets in retirement plans.
The service is designed specifically for independent, fee-based financial advisors.
Supported assets include real estate, precious metals, commodities, and private placements.
The firm handles all asset custody, transaction execution, and account administration.
Advisors retain their client relationships and continue billing on held assets.

Context in 60 Seconds

The retirement industry has shifted following a 2025 executive order that permitted the inclusion of alternative assets in employer-sponsored plans. This policy change has prompted major brokerage firms to begin incorporating assets like cryptocurrency futures into their offerings.

As large brokerages expand their own wealth management services, independent advisors are facing increased competition. By leveraging specialized custodians, these smaller firms can offer broader investment options to remain competitive and retain client assets that might otherwise migrate to larger institutions.

Bottom Line

Independent advisors can now outsource the administrative burden of alternative asset management to stay competitive in an evolving retirement landscape.

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