Stop Losing Elite Clients to Better Portfolios
The Alts Edge:
How Elite RIAs Scale
Stop losing high-net-worth clients to advisors who offer more than just stocks and bonds. Join the ranks of elite RIAs using alternatives to command higher fees and deeper loyalty.
How We Work With RIAs
Sophisticated Tax Strategies
Help clients unlock tax advantaged opportunities by integrating private assets within IRAs, 401(k)s, and other qualified accounts.
Automated Workflows
Streamline investor onboarding, funding, and reporting with digital tools that reduce manual effort and eliminate administrative bottlenecks
Scalable Operations
Manage a growing private asset practice without increasing headcount. Automate compliance, reporting, and recordkeeping behind the scenes.
Custom Investment Opportunities
Manage a growing private asset practice without increasing headcount. Automate compliance, reporting, and recordkeeping behind the scenes.
Download Your Free Alternative Investment Guide
What's Inside:
- Alts industry expected to reach $24 T by 2028
- Which private assets are advisors
prioritizing in 2025? - Increasing wallet share with private assets.
- How Columbia increased
their wallet share through a
private asset fundraising
campaign with AET
About Us
AET helps securely custody your alternative investments such as real estate, private equity, and other non traditional assets while your financial advisor continues to guide your investment strategy.
What We Do
Custody private assets inside traditional and tax advantaged accounts such as trusts, IRAs, 401(k)s, and more.
Who We Serve
Professionals who actively invest in private assets, but
do not have the infrastructure to track, manage, or
advise effectively.
How We're Different
- Leading specialist custodian for private assets
- Simple integration with your existing platforms
- Flat-fee pricing with no minimums
- White-glove service with dedicated support
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We will never sell your private data.