Specialized custody for private and alternative assets.
If your custodian wasn't built for private placements, real estate, or private credit, every alt request becomes a special project.
How we can help RIAs
Custody and tech built to help advisors with alts .
- 01 Custody for hard-to-hold assets like real estate, private placements, VC, private credit, crypto, and precious metals.
- 02 Tax-advantaged private investing inside IRAs, Roth IRAs, and other qualified accounts.
- 03 Surface clients' forgotten 401(k)s through our Beagle integration and roll them into AET-custodied accounts.
- 04 Plug-in integrations with Morningstar ByAllAccounts and DocuSign that fit your existing stack.
- 05 An advisor portal to manage your client book, accounts, and reporting from one dashboard.
- 06 Deal templates that move a group of clients into a private offering in days, not weeks.
AET's expertise, insight, and help with situations that have been difficult to navigate has made my job much easier, allowing me to focus more on my clients and new business.
Ray Mackmin
President, Mackmin Financial Group
Take the leave-behind deck.
A 10-page overview of how AET custodies private and alternative assets, built to share internally with your team or partners after the podcast.
Service
A dedicated rep who knows your book.
- 01
A named contact, not a ticket queue
Every advisor relationship is assigned a dedicated AET rep who answers your questions, escalates on your behalf, and stays with you across deals.
- 02
Context that compounds over time
Your rep learns your book over time. Your clients, your deal patterns, the asset types you favor. You stop re-explaining yourself every time something hits the queue.
- 03
A direct line for time-sensitive moves
When a closing is on the line or a client needs an answer today, your rep is reachable by phone and email. No general-inbox black hole.
Book a call
Talk to Summer about your alts custody needs.
Bring a deal you're trying to close, an account type you can't custody, or a question you've been kicking around.
Summer Webb
SVP Business Development, AET