Alex Green’s ASI Fund: Trump Order 14330 Decoded

Could a single White House order quietly open the door for everyday savers to use the same kind of retirement strategy that helped Mitt Romney and Peter Thiel build nine‑ and ten‑figure nest eggs—and is Alex Green’s ASI Fund the key to tapping it? Our guide will show you what Executive Order 14330 actually does, how the ASI Fund concept fits into this new landscape, and how The Oxford Communiqué packages the entire strategy so you can evaluate whether it deserves a place in your long‑term plan.

What Is Executive Order 14330?

In August 2025, President Trump signed Executive Order 14330 – “Democratizing Access to Alternative Assets for 401(k) Investors.” The goal of this order is to expand what retirement savers can own inside employer‑sponsored plans and similar accounts.​

For decades, most 401(k) lineups were limited to:

• Traditional mutual funds

• Index funds and target‑date funds

• A handful of bond and money‑market options

By contrast, many ultra‑wealthy investors—backed by specialized advisors—were able to put private deals, hedge‑fund‑like strategies, and other alternative assets inside tax‑advantaged accounts. Executive Order 14330 does not guarantee ordinary investors the same deals, but it does change the regulatory posture in an important way.​​

Key elements of EO 14330:​

• Encourages broader menus: Directs the Department of Labor to clarify that plan fiduciaries may include certain professionally managed alternative‑asset funds if they judge them prudent.

• Clarifies fiduciary duty: Emphasizes that access to alternatives must still meet ERISA’s prudence and loyalty standards—this is not a “wild west” free‑for‑all.

• Opens the door, doesn’t force it: Employers and plan sponsors retain discretion; the order simply lowers regulatory barriers that previously made many reluctant to include anything beyond conventional funds.

In practice, EO 14330 makes it easier for 401(k) and similar plans to offer institutional‑style funds that invest in private equity, real assets, infrastructure, and other non‑traditional holdings, as long as they’re structured for retirement savers.​

How the Ultra‑Rich Used Retirement Accounts

Alex Green’s ASI Fund presentation opens with two high‑profile examples that illustrate what happens when powerful investments are placed inside tax‑advantaged accounts.​

Mitt Romney’s $100 Million IRA

While leading Bain Capital, Mitt Romney reportedly placed private‑equity stakes and other high‑upside assets into his individual retirement account. Over about 15 years, around $450,000 in contributions and assets is said to have grown to more than $100 million, completely sheltered from current taxation while compounding.​

The key ingredients here were:

• Access to high‑growth private deals not commonly available to the public

• The ability to hold them inside a tax‑advantaged structure

• Professional management and long time horizons

Peter Thiel’s Multi‑Billion Dollar Roth IRA

Similarly, Peter Thiel used his Roth IRA to hold early, deeply discounted shares in a major technology company and other private investments. By 2021, reporting suggests that the account had grown from less than $2,000 to around $5 billion, with all future withdrawals theoretically tax‑free under Roth rules.​

These examples underscore a central point of the narrative:

• Historically, the top 1% could place unusually powerful opportunities into tax‑sheltered accounts.

• Most Americans lacked both access and permission—either their plans prohibited such holdings, or the deals were restricted to accredited investors.

The presentation argues that this dynamic amounted to “gatekeeping”, with a small group of wealthy politicians and insiders benefiting from structures ordinary savers could not realistically use. EO 14330 is presented as a policy shift meant to narrow that gap.​​

Inside Alex Green’s ASI Fund Concept

Against this backdrop, Alexander Green—Chief Investment Strategist at The Oxford Club—introduces what he calls the ASI Fund, tying it to both Executive Order 14330 and the next phase of artificial intelligence.​

What “ASI” Means Here

In this context, ASI stands for Artificial Superintelligence—a term used to describe future AI systems that:

• Can reason and plan across many domains

• Outperform human experts at most cognitive tasks

• Potentially generate new scientific and technological breakthroughs at unprecedented speed​

While current AI tools already influence markets, the ASI concept pushes the timeline further, envisioning systems that could reshape productivity, healthcare, defense, manufacturing, logistics, and more.

The ASI Fund’s Focus

The ASI Fund, as Green explains it, is not about owning one or two headline AI stocks. Instead, it is framed as an alternative‑structure fund that aims to:

• Channel capital into AI infrastructure, including:

  • Hyperscale data centers

  • Advanced semiconductor fabrication and packaging

  • High‑bandwidth networking and storage

  • Power generation and cooling solutions for large AI clusters​

• Participate in large, long‑duration projects that historically might have been funded primarily by private equity, sovereign funds, or specialized infrastructure vehicles.

The fund is portrayed as a “picks and shovels” way to benefit from ASI’s build‑out. Rather than betting on which AI software platform wins, it seeks exposure to the physical and financial backbone required for all contenders to operate.​

Why Retirement Accounts Matter

Green’s argument is that Executive Order 14330 now makes it more feasible for ordinary investors’ 401(k)s and IRAs—depending on plan design—to access funds structured like the ASI vehicle:​

• Plan sponsors have more regulatory room to include professionally managed alternative funds in menus.

• Many of these funds are designed specifically to fit inside tax‑advantaged accounts, bridging the gap between ultra‑wealthy structures and mainstream retirement products.

For savers, the appeal is the possibility of combining:

• AI‑infrastructure exposure

• Tax‑advantaged compounding

• Professional management in a single, retirement‑eligible vehicle

Access still depends on individual plan decisions and regulatory details, but the conceptual path is clearer than it was before EO 14330.

The $216 Trillion AI Opportunity

Alex Green’s ASI Fund presentation repeatedly mentions a $216 trillion figure as a way to quantify ASI’s potential impact. While the exact number is speculative, the underlying logic follows a pattern seen in other major technological shifts:​​

1. Transformative technologies alter economic baselines

   • Railroads changed how goods and people moved.

   • Electrification reshaped industry and home life.

   • The internet and mobile computing created entire new sectors.

2. AI and ASI may be even broader

   • AI tools can automate cognitive tasks, optimize logistics, accelerate drug discovery, and more.

   • ASI, if realized, could magnify these effects, extending them into areas not yet imagined.

3. Infrastructure is the gating factor

   • All of this depends on enormous computational and energy capacity.

   • Building that capacity requires trillions in capital expenditure across data centers, chips, power, and materials.

The $216 trillion figure is used as a shorthand for the total value created or transformed by these systems over time, not as a single market cap or fund size. For investors, the more practical takeaway is that AI infrastructure could be a dominant investment theme for many years, echoing how broadband and cloud infrastructure underpinned the internet era.​

The ASI Fund concept is an attempt to place retirement savers closer to that infrastructure wave rather than solely in end‑user companies.

The Oxford Communiqué and How It Delivers the Strategy

To move from concept to implementation, Alex Green uses The Oxford Communiqué, The Oxford Club’s flagship monthly newsletter, as his main communication channel.​

What The Oxford Communiqué Is

According to The Oxford Club, The Oxford Communiqué:

• Provides monthly issues featuring:

  • Macro and market analysis

  • Individual stock ideas across sectors

  • Thematic deep dives (including AI, energy, demographics, and policy shifts)

• Maintains one or more model portfolios, typically including:

  • A core asset‑allocation model

  • Growth and value recommendations

  • Income‑focused positions

  • Opportunistic “special situation” plays​

• Sends weekly or intra‑month updates, so subscribers are informed about:

  • New recommendations

  • Changes to existing positions

  • Risk management and exit guidance

Independent reviews describe The Oxford Communiqué as oriented toward long‑term wealth building, emphasizing quality businesses, valuation discipline, and clear rationales, rather than frequent trading or short‑term speculation.​

How the ASI Fund Is Presented

Within this framework, the ASI Fund appears as a special thematic opportunity rather than the entire focus of the newsletter:​

• Green prepares a special report dedicated to:

  • Explaining Executive Order 14330 in detail

  • Describing the ASI Fund’s structure and objectives

  • Outlining possible ways to access similar vehicles via suitable accounts

• Future monthly issues and updates provide:

  • Ongoing macro context for AI and ASI

  • Updates on regulatory or industry changes affecting infrastructure builds

  • Position‑sizing and risk guidance within the broader portfolio

Subscribers interested in the ASI Fund benefit from having it embedded in a broader, diversified strategy rather than standing alone as a one‑off “lottery ticket.”

Why Some Investors Look at This Strategy

There are several reasons a thoughtful, risk‑aware investor might want to study this combination of Executive Order 14330, the ASI Fund concept, and The Oxford Communiqué.

1. Evolving Retirement‑Plan Menus

If more 401(k) and similar plans begin to offer alternative‑asset options, savers will need to understand:​

• What these funds invest in

• How they differ from conventional mutual funds

• Where they fit in long‑term allocations

A research service that tracks both policy and products can be valuable for staying ahead of these changes.

2. AI Exposure Beyond the Usual Suspects

Many portfolios already hold large, well‑known technology and AI names. An AI‑infrastructure‑focused fund provides a complementary angle, potentially diversifying away from concentrated exposure in a few mega‑cap stocks.​

3. Structured Guidance vs. DIY Guesswork

Combining:

• A new executive order

• Alternative‑asset mechanics

• An emerging technology theme

is complex. The Oxford Communiqué offers a structured guide through these intersections, instead of leaving investors to piece things together from scattered headlines and marketing videos.​

4. Integration with a Broader Plan

Because The Oxford Communiqué also covers more conventional stocks, asset allocation, and income strategies, the ASI Fund idea can be evaluated as one sleeve of a comprehensive plan, rather than as a standalone bet.​

This integrated approach can help investors balance opportunity and risk across multiple themes and asset types.

Key Risks and Considerations

Any serious investor considering this kind of opportunity should also weigh the risks and limits involved.

Alternative‑Asset Risks

Even when allowed inside retirement plans, alternative‑asset funds can:

• Be less liquid than mutual funds or ETFs

• Use complex strategies or structures that are harder to analyze

• Charge higher fees, which affect net returns

Understanding each fund’s mandate, costs, governance, and risk controls is essential.​

AI/ASI Uncertainty

While AI is clearly impactful today, timelines and outcomes for ASI remain uncertain. Key risks include:

• Over‑optimistic projections about adoption speed

• Regulatory crackdowns or geopolitical tensions around AI

• Technological shifts that favor some parts of the value chain over others

No single theme should dominate a retirement portfolio without careful consideration.

Access Constraints

Executive Order 14330 does not guarantee that your specific 401(k) will offer the ASI Fund or similar vehicles. Practical constraints include:​

• Employer and plan‑sponsor decisions

• Record‑keeper and platform capabilities

• Suitability assessments for plan demographics

In many cases, investors may need to use IRAs or taxable brokerage accounts to access certain structures, depending on product design and regulations.

Concentration and Behavioral Risk

The more exciting a theme sounds, the more tempting it can be to over‑allocate. For most investors, a prudent approach might involve:

• Limiting exposure to a reasonable percentage of total assets

• Avoiding leverage unless fully understood

• Maintaining a diversified foundation of broad equities, bonds, and cash reserves

The Oxford Communiqué can provide guidance, but ultimately each investor must judge how this fits their needs and risk tolerance.​

How to Explore or Subscribe to The Oxford Communiqué

For those who want to dig into the details of Alex Green’s ASI Fund approach and how he integrates Executive Order 14330 into retirement strategy, the next step is to review The Oxford Communiqué’s official information.​

On The Oxford Club’s Communiqué page, you can:

• See what the subscription currently includes:

  • Monthly issues

  • Model portfolios

  • Special reports (including AI and ASI‑related themes)

• Check current pricing and any introductory offers

• Read about Green’s investment philosophy and what type of investor the service is intended for

Subscribing gives access to:

• Full ASI Fund research, including the specific fund details, access logistics, and allocation guidance

• Broader macro commentary and stock recommendations

• Ongoing updates as policy, AI, and markets evolve

For investors intrigued by the intersection of policy change (EO 14330), AI infrastructure, and long‑term retirement planning, The Oxford Communiqué offers a way to follow Alex Green’s thinking in a structured, ongoing format.

FAQ: Alex Green’s ASI Fund & Trump Order 14330