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KJLK & Co., LLC Announces Strategic Partnership with Next Generation Trust Company to Expand Accredited‑Investor Access to Alternative Portfolios

Published September 2, 2026

Tulsa, Oklahoma — August 29, 2026/24-7 Press Release/ -KJLK & Co., LLC announced a strategic partnership with Next Generation Trust Company to expand accredited‑investor access to professionally managed private‑market and alternative‑strategy portfolios through self‑directed IRAs. The collaboration enables investors—and the advisors and RIAs who support them—to allocate to the Square One Fund, a diversified private‑markets vehicle spanning private equity, venture capital, private credit, hedge strategies, real estate, and infrastructure.

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“Our goal has always been to make high‑quality private‑market strategies more accessible to accredited investors,” said Joe LaTurner, Managing Partner at KJLK & Co., LLC. “This partnership gives investors and their advisors a streamlined, compliant pathway to allocate through self‑directed IRAs.”

 

Next Generation Trust Company provides custodial and administrative services for self‑directed retirement accounts, enabling investors, advisors, and RIAs to incorporate alternative assets—including private‑market and non‑traditional strategies—into long‑term retirement planning. As KJLK’s preferred SDIRA custodian, NGTC simplifies account setup, documentation, and ongoing compliance, making it easier for advisors to help clients access private‑market allocations.

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Investors can access Next Generation Trust Company directly through the Products tab on the KJLK website.

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The Square One Fund, LP operates under a dual 3(c)(1)/3(c)(7) structure and is offered under Rule 506(c), incorporating independent accredited‑investor verification and a disciplined, value‑oriented approach to alternative strategies.

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Read the full press release at https://shorturl.at/U3Jh3. More information about Next Generation Trust Company is available at www.NextGenerationTrust.com.

 

About KJLK & Co., LLC

KJLK & Co., LLC delivers institutional‑grade investment management, proprietary quantitative research, and operational solutions tailored to institutions and independent Registered Investment Advisors (RIAs), assisting them in institutionalizing portfolios and streamlining complex operational 

processes. The firm’s alternative‑investment frameworks offer exclusive access to highly vetted institutional investment strategies under Sections 3(c)(1) and 3(c)(7) of the Investment Company Act of 1940, designed by financial experts to insulate portfolios from negative economic cycles by prioritizing long‑term compounding wealth, low‑beta targets, and non‑correlated capital‑asset allocations.

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KJLK Contact Information:

KJLK & Co., LLC

Email: info@convictionfunds.com

Website: www.convictionfunds.com

Phone: +1 (918) 288‑0575

Location: Tulsa, Oklahoma

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Disclaimer

Square One Fund, LP (along with its designated parallel and feeder vehicles) is offered pursuant to Rule 506(c) of Regulation D under the Securities Act of 1933. This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Any offering is made solely to verified, eligible investors through the fund's official Private Placement Memorandum (PPM) and Subscription Documents, which contain critical details regarding investment terms, fees, liquidity provisions, tax implications, and risk factors, including the potential loss of principal capital.

KJLK Launches Square One Fund, LP 

January 1, 2025

Conviction Funds by KJLK & Co., has launched its flagship fund, Square One Fund, LP.  ​

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Conviction Funds by KJLK & Co. presents Square One Fund, LP, a unique and disruptive closed-end fund product featuring a perpetual open-ended mechanism. This innovative structure will provide limited partners and investors with optional access to a liquidity mechanism in the secondary market.

 

By partnering with us, investors gain exposure to reputable managers with impressive track records who invest capital across a wide range of alternative strategies and private markets. This diversified offering aims to deliver consistent alpha, low beta, and negative correlation at the portfolio level, complementing traditional 60/40 asset allocations.​

 

The Fund is dedicated to generating returns and providing diversification for its investors by primarily investing in a variety of underlying funds. It utilizes a strategic, risk-adjusted allocation approach to partner with top managers across diverse alternative strategies, including hedge funds, private equity, private credit, venture capital, infrastructure, ntREITs, ntBDCs, and real assets. By deploying capital across an array of Underlying Fund Managers, both established and emerging, the Fund aims to mitigate risk while capitalizing on potential opportunities. ​

 

Square One Fund is currently taking soft commitments regarding the opportunity.  Please reach out to us at info@convictionfunds.com or (918) 288 - 0575 to inquire and/or learn more.

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House Passes Bill to Set up SEC Accredited Investor Exam

June 2,  2023.

The House on May 31, 2023, voted to pass legislation directing the SEC to set up an exam program that would certify investors as accredited. H.R. 2797, the Equal Opportunity for All Investors Act of 2023. SEC was given one year following enactment to set up an exam program that “is designed with an appropriate level of difficulty.  The exam itself would be administered by the Financial Industry Regulatory Authority (FINRA). "Any updates to the definition would likely entail significant adjustment to current business plans for investment managers," per Ben McCulloch, General Counsel at XA Investments. 

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This website should not be considered as an offer to sell or a solicitation of an offer to purchase shares of a fund in any jurisdiction where such an offer, solicitation, purchase, or sale would be in violation of the securities laws of that jurisdiction.

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Tulsa, OK  74133-1767

(918) 288-0575

info@convictionfunds.com

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