KJLK & Co., LLC

09/15/2026

https://lnkd.in/eg9N2b-2

09/03/2026

KJLK & Co., LLC is pleased to announce a strategic partnership with Next Generation Trust Company/Next Generation Services, expanding accredited‑investor access to private‑market and alternative‑strategy portfolios through self‑directed IRAs.

This collaboration strengthens our commitment to delivering institutional‑grade solutions for RIAs, advisors, and investors seeking disciplined, non‑correlated private‑market and alternative strategy allocations.

For accredited investors with self-directed IRAs at Next Generation, this opens up access to the Square One Fund, LP as part of their retirement portfolios -- alternative strategies and private markets held in a tax-advantaged account.

Jaime Raskulinecz and her team bring an entrepreneurial approach and a willingness to think differently about how investing gets done. That mindset aligns with what KJLK & Co., LLC is trying to build

"We invite independent fee-based financial advisors to work with us and expand their clients' access to alternative assets while also enhancing their own investment knowledge," said Raskulinecz. "When their clients open a self-directed IRA at Next Generation, those advisors retain the client relationship and assets under management, and continue collecting their customary fees while helping their clients build a more eclectic portfolio through the many nontraditional investments self-direction allows."

Investors can now access Next Generation Trust Company/Next Generation Services directly through the Products tab on our website.

Read the full press release: https://lnkd.in/eGidNQ7G

For informational purposes only; not an offer to sell or solicitation to buy any security.

07/03/2025

https://www.linkedin.com/feed/update/urn:li:activity:7346591401125519361

Thank you Kirsten Chang and the VettaFi team for hosting us in your most recent conversation on alternative strategies and private markets. Along with KJLK & Co., LLC's, CIO, Joseph R. LaTurner and the six fund managers who participated; Peter Aytug w/ York Funding LLC, Stephen W. w/ Carthag...

06/25/2025

https://www.linkedin.com/feed/update/urn:li:activity:7342964626772398081

06/03/2025

We had the great opportunity to speak with the folks at VettaFi at the end of May regarding our Closed End Fund structure and the benefits of accessibility to top decile alternative strategies and private market managers. Please see the link below if you would like to view the webinar. We found the conversation with the VettaFi team and our six phenomenal underlying managers to be very engaging and educational. We hope you enjoy it as much as we did!

Friday, May 30, 2025 at 2:00 PM Eastern Daylight Time.

05/14/2025

https://www.etftrends.com/webcasts/an-alternative-path-amid-unusual-markets/?partnerref=cl_kjkl

05/12/2025

https://www.etftrends.com/webcasts/an-alternative-path-amid-unusual-markets/?partnerref=cl_kjlk

As the public markets face uncertainty, private, secondary market exposure could be a way to buoy portfolios.

05/08/2025

https://www.linkedin.com/posts/fuel-invest_alternativeinvestments-capitalraising-fuel-activity-7325599248413052929-Zw6n?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAavBIBLbgYmXPheSNRg7mDPgiEoEBqGEg

Thank you to everyone who participated in Fuel's first event – the DealRing. An event with a winner but no losers, it was a great night of learning, networking, and real-time feedback and great connections across the alternatives community. A huge thank you to our Ringmasters - Thomas Zucosky,...

04/22/2025

KJLK

04/09/2025

https://www.linkedin.com/posts/kjlkconvictionfunds_if-you-are-having-a-hard-time-stomaching-activity-7315854452068962305-pfNK?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAAavBIBLbgYmXPheSNRg7mDPgiEoEBqGEg

If you are having a hard time stomaching the volatility in your 60/40, public market, orthodox portfolio exposures, please reach out to us! We can help you add stability with strategic total return type allocations managed by reputable private market and alternative managers with an average 10 year....