For Investment Advisors
Finally, a Tech-Driven Custodian That Works With Your Existing Tools
Unlock new opportunities with private assets. Manage your entire book of private investments with a custodian that integrates directly with most major wealth platforms.
Built for the Way You Work
Expand AUM Through Broader Asset Access
Support client-directed private investments while maintaining visibility and control, without taking custody or assuming additional operational burden.
Streamlined, Compliant Custody
AET serves as the qualified custodian and recordkeeper, helping you meet fiduciary responsibilities without the heavy lifting.
Attract & Retain Forward-Thinking Clients
Younger generations want diversified portfolios. Future-proof your business by offering alternative solutions that meet demand from Gen Z and beyond.
How We Work With Investment Advisors
AET custodies private assets inside traditional and tax-advantaged accounts such as trusts, IRAs, 401(k)s, and more.
Download Your Free Alternative Investment Guide
The alts industry is expected to reach $24 trillion by 2028. Learn which private assets advisors are prioritizing in 2026, how to manage compliance and paper taxes, and how one firm increased wallet share through private assets with AET.
Download the Guide →
Why Investment Advisors Trust AET
Purpose-built infrastructure for advisors who want to offer private assets without the operational headaches.
- Leading specialist custodian for private assets
- Simple integration with existing platforms
- Flat-fee pricing with no minimums
- White-glove service with dedicated support
Private Asset Custody for Investment Advisors
Ready to Expand Your Offering With Private Assets?
