Built for P&C producers
Retirement accounts built for alternative assets.
Your clients want to hold real estate, private placements, private credit, venture, precious metals, and crypto inside their IRAs. AET custodies IRAs that hold all of them.
How AET helps
Custody and trustee services built around your client .
- 01 AET custodies IRAs that hold real estate, private placements, private credit, venture, precious metals, and crypto.
- 02 Your clients can hold private investments inside a traditional IRA, a Roth IRA, or another qualified account.
- 03 Reporting integrates with Morningstar ByAllAccounts so private holdings appear alongside public positions.
- 04 Directed trust structures let your client keep investment direction while AET serves as trustee.
- 05 AET handles trust administration, recordkeeping, and compliance without competing for your client relationship.
- 06 AET serves as directed trustee of rabbi trusts and can hold a life insurance policy as a trust asset.
Service
A named rep who knows your book.
- 01
AET does not compete for your client
AET custodies assets and administers trusts. We do not sell to your clients. We do not advise them. The relationship stays with you.
- 02
A named rep, not a ticket queue
Every producer relationship gets a dedicated AET rep. Your rep answers your questions, escalates on your behalf, and stays with you across accounts.
- 03
A direct line when a closing is time sensitive
When a client needs an answer today or a deal has to close this week, your rep is reachable by phone and email.
Book a call
Talk to Ken about alts custody for your clients.
Bring a client situation, an asset a brokerage cannot custody, or a rabbi trust question.
Ken Shotsberger
Business Development, AET