
Summer Webb
Senior Vice President of Business Development at American Estate & Trust, specializing in alternative investment custody and financial services for advisors.
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Jun 2, 2026
374: Alternatives Don’t Have to Be Complicated: A Streamlined Way to Offer Private Investing
8:23
8:31
8:54

Summer WebbGUEST
And, uh, but Schwab and Fidelity and those types of custodians don't custody everything, so you're very limited to what you can offer your clients.

Summer WebbGUEST
So if you want to expand upon that and start to allow them to invest in metals, real estate, and the things that may give a higher yield, higher dividend for them, or things they're asking about, um, and, and that you think may be fruitful for them, um, you have the opportunity to do that alongside a custodian like AET.

Summer WebbGUEST
We just provide the back-end service and technology for RIAs, family offices, and businesses looking to streamline private asset investing.
16 MINS LATER
L
25:19Libby GrzywinskiHOST
Like, how does an advisor who's just wanting to get started, or has some of this and wants to blow up that part of their business as a differentiation tool, what does it actually look like through the process from walking through the deal, how you're actually executing it, how it flows into reporting, all the way to what the client experiences at the end?