Retirement Services

Whether you are a financial advisor, fund manager, or software company, adding retirement accounts into your offerings gives your customers the ability to invest in opportunities using money that would otherwise be tied up. We enable you to unlock these funds for your customers without disrupting their potential tax benefits.

Investors are constantly seeking out new ways to diversify their portfolios and maximize their returns. Investing in alternative assets such as real estate, private equity, and commodities can add a particular level of diversification. Pairing these asset types with the tax benefits of self-directed IRAs and 401(k)’s, however, can potentially add a greater level return on investment in the long term. AET specializes in helping businesses incorporate the benefits of self-directed retirement accounts into their business models.

While it is common for investors to fund their IRAs and 401(k)’s, most are funding them with conventional securities, like stocks and bonds. Given the unique potential benefit of holding alternative assets in retirement accounts, many of your prospective customers or users are likely either looking for these types of investment opportunities or are not yet aware that they are available. Incorporating self-directed retirement accounts into your business can act as a huge differentiator to your competition, who might also be missing out these benefits.