Empower High Net Worth Clients with True Portfolio Diversification
Unlock unparalleled opportunities for your high net worth clients with the Guardian Solo 401(k) platform. Offer a cutting-edge solution that allows for true portfolio diversification and positions you as a leader in comprehensive wealth management for solo entrepreneurs and discerning investors.
Real estate investments
Private placements
Secured and unsecured loans
Cryptocurrency
Precious metals
Mineral rights
And more, all allowed by IRS regulations
Seamless alternative asset investing
IRS-compliant fund source tracking
Flexible account management o pitons
White-labeled portal with your branding
Enhanced portfolio diversification
Flexible data sharing capabilities
Customized integration based on your specific needs
Compatibility with various trust accounting software
Simplified management of self-directed assets alongside traditional investments
Comprehensive audit trails
Detailed reporting for regulators and auditors
Automatic updates reflecting changing regulations
Simplified IRS form generation (1099-R and 5500-EZ)
IRS-focused training on Solo 401(k) plans
Ongoing technical support for the platform
Expert assistance with IRS rules and regulations
Option for CE credits to maintain your professional certifications
Grant Interested Party (IPD) access to CPAs, attorneys, or other professionals
Facilitate teamwork in managing client Solo 401(k) plans
Maintain oversight while allowing specialized input from other experts
Attract new high net worth clients seeking alternative investment options
Increase AUM by capturing a larger share of client assets
Enhance client "stickiness" with unique, comprehensive retirement solutions
Differentiate your practice in a competitive market
Integrated performance tracking for diverse asset types
Seamless incorporation of alternative assets into overall portfolio reports
Automated generation of tax-related forms (1099-R and 5500-EZ)
Clear, comprehensive reporting for client reviews and strategic planning
Why Choose Guardian
Solo 401(k)
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Discover how Guardian Solo 401(k) can elevate your service offerings, increase your AUM, and position you as a leader in comprehensive wealth management for high net worth clients.