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Unlocking Retirement Capital: A Guide for Investment Sponsors

Why Retirement Accounts Matter

The U.S. retirement market represents a massive pool of capital — over $12 trillion in IRA and 401(k) assets, with IRAs alone holding $2–3 trillion in investable assets for alternative investments. This is not just abundant capital — it’s patient capital, often earmarked for long-term growth. Sponsors who tap into these funds access committed investors seeking to build wealth steadily over time, aligned with the nature of private market investments.

Why Sponsors Choose Alt
  1. Built for Simplicity and Scale

    We’ve designed our platform with investment sponsors in mind. From onboarding to document collection, investor interactions, and funding, every step is digitized and intuitive. You and your investors can expect seamless online flows, status visibility, and rapid support.

  2. Pricing that Makes Sense

    Alt is powered by full-service automation, allowing us to maintain one of the most competitive fee structures in the industry. For typical IRA investments in the $50,000–$100,000 range, fees matter — especially over time. Our streamlined approach helps maximize returns and minimize friction.

  3. More Than a Custodian — A Strategic Ally

      We don’t just process accounts. We help you grow:

    • Exposure to Financial Advisors: Through our relationship with Invent.us, we are listed alongside custodial giants like Pershing and Schwab in their store — putting your investment offerings one step closer to thousands of advisors and wealth managers.

    • Industry Networking: We facilitate introductions to aligned financial firms and help position your offering in front of engaged professionals who already work with alternative investments.

  4. Sponsor Enablement & Investor Education

    We offer customized marketing and educational collateral to help sponsors explain self-directed IRA investments to their audiences. Whether it’s white-labeled FAQs, explainer decks, or webinars, we’re here to help make the conversation smoother — and more effective.

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Next Steps

Whether you’re new to retirement capital or already have experience with self-directed investors, our team is ready to support you from setup to scale. Get in touch to:

  • Set up your investment with Alts

  • Gain access to custom sponsor tools

  • Start onboarding IRA/401(k) investors