Attending the FactRight
RIA Due Diligence Conference 2026?
Let's Talk Private Asset Custody
Unlock Crypto, Real Estate, and More for Your Clients’ IRAs. We help clients manage crypto, real estate, and private investments inside qualified and traditional accounts
Connect with us at FactRight
We help RIAs custody and report on alternatives like crypto, real estate, and private placements including inside IRAs and qualified accounts while integrating into existing workflows.
Many RIAs are running into the same challenges:
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Clients investing in private assets outside the portfolio
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“Paper tax” on high-growth investments held in taxable accounts
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Compliance delays and unclear processes at traditional custodians
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No easy way to report on private assets
How AET Helps
AET acts as a secondary custodian built specifically for alternative assets.
- Designed for alternative assets
- Built for tax-advantaged strategies
- No disruption to your primary custodian
American Estate & Trust
Ken Shotsberger
Vice President of Sales
Ken@aetrust.com
702-505-8210
Let’s Talk RIAs and Private Asset Custody
Meet Ken at FactRight 2026
Ken works directly with RIAs exploring private asset custody and alternative investment workflows. He’ll be onsite at Fearless and available for short, informal conversations during the conference.
Attending FactRight 2026?
Ken works directly with RIAs exploring private asset custody and alternative investment workflows. He’ll be onsite at Fearless and available for short, informal conversations during the conference.