AET

For Investment Advisors

Unlock New Opportunities with Private Assets

Grow wallet share, deepen relationships, and exceed client expectations without overcomplicating your process.

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RIA custody and private asset services

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

We handle the heavy lifting. AET serves as the qualified custodian and recordkeeper, helping you meet fiduciary responsibilities.

Attract & Retain Forward-Thinking Clients

Younger generations want diversified portfolios. Future-proof your business by offering alternative solutions that meet the demand of Gen Z and beyond.

Common Use Cases

Investment advisors use AET to support a range of private asset strategies across their client base.

  • Clients with private placements, real estate, credit, and more
  • Investments into private offerings with qualified funds
  • Consolidation of legacy SDIRA assets under your AUM
  • Managers that want to run their own advisor-managed fund
RIA private asset use cases

A Corporate Trustee That Works With You, Not Around You

When your client's wealth moves into a trust, you shouldn't lose the relationship. AET serves as directed trustee under Nevada law, handling administration and compliance while you retain full investment authority.

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Advisor Keeps Investment Authority
Under a directed trust structure, AET administers and holds assets while your client's investment decisions stay with you. No competing mandates.
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Visibility Into Trust-Held Assets
Maintain full portfolio visibility across trust-held accounts through our Business Portal and Morningstar ByAllAccounts integration.
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Nevada Law as a Client Advantage
Offer your clients asset protection, no state income tax on trust income, and 365-year dynasty trust provisions — differentiators that deepen the advisory relationship.
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No Competition for the Client
AET is a trust company, not an advisor. We have no proprietary products, no in-house investment team, and no reason to disintermediate you.
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AET removed the friction from the custody process and made it easy for our LPs to fund the investment quickly.
Jeremy Russell Columbia Advisory Partners

Expand Your Capabilities Without Re-tooling Your Tech Stack

We plug directly into the tools you're already using to run your firm. AET integrates with platforms that investment advisors trust, so you can report, monitor, and track private holdings alongside traditional assets. Our Morningstar ByAllAccounts integration enables unified reporting by syncing private asset data into your TAMP or reporting system. We also support DocuSign for fast, secure, and compliant transaction workflows, minimizing paper trails while maximizing efficiency.

  • Morningstar ByAllAccounts for unified reporting
  • DocuSign for secure, compliant workflows
  • Syncs private asset data into your existing TAMP or reporting system
RIA platform integrations and reporting

Why Advisors Trust AET

Purpose-built infrastructure for investment advisors who want to offer private assets without the operational headaches.

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Day-to-day Support from a Dedicated Success Team
Our advisor success team is here to support you and your back office, not just your clients.
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Compliance-First Infrastructure
Built with rigorous custody and regulatory protocols in mind, with no shortcuts.
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White-Label Friendly
Want to brand the experience under your firm? We offer solutions that keep you in the spotlight.
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Easy Onboarding
From account creation to asset funding, we offer guided workflows to make onboarding painless.

Private Asset Custody for Investment Advisors

Ready to Expand Your Offering with Private Assets?

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Kit foxes, Nevada illustration