Fearless 2026
Unlock Crypto, Real Estate, and More for Your Clients' IRAs
Attending Fearless 2026? Let's talk private asset custody. We help clients manage crypto, real estate, and private investments inside qualified and traditional accounts.
Connect With Us at Fearless
AET acts as a secondary custodian for alternative assets, designed to integrate into your existing workflows without disrupting your primary custodian relationship. Whether your clients are investing in real estate, private credit, crypto, or other alternatives, we provide the custodial infrastructure to support tax-advantaged strategies.
Meet With AET →
Many Investment Advisors Are Running Into the Same Challenges
Assets Outside the Portfolio
Clients investing in private assets outside the portfolio, with no visibility or control for the advisor.
Paper Tax on Growth
"Paper tax" on high-growth investments held in taxable accounts that could be sheltered in qualified accounts.
Compliance Delays
Compliance delays and unclear processes at traditional custodians when dealing with alternative assets.
Reporting Gaps
No easy way to report on private assets alongside traditional holdings in a unified view.
How AET Helps
AET acts as a secondary custodian built specifically for alternative assets.
Meet Ken Shotsberger at Fearless
Ken is AET's Vice President of Sales and will be available throughout the conference to discuss how AET can help your practice offer private asset custody to clients. Whether you're exploring alternatives for the first time or looking to scale an existing program, Ken can walk you through our platform and partnership options.
Meet With Ken at Fearless →
Why Investment Advisors Partner With AET
Expand AUM Through Broader Asset Access
Support client-directed private investments while maintaining visibility and control.
Streamlined, Compliant Custody
AET serves as the qualified custodian and recordkeeper, helping you meet fiduciary responsibilities.
Attract & Retain Forward-Thinking Clients
Future-proof your business by offering alternative solutions that meet demand from Gen Z and beyond.
Fearless 2026
Let's Talk Investment Advisors and Private Asset Custody
