The vast majority of IRA holders invest in public equities through mutual funds, while others select individual stocks to hold in their retirement portfolio. However, there is a growing segment of investors who wish to access investments not offered by Wall Street brokers or the traditional markets.
Since our formation more than 10 years ago, NuView Trust has strived to provide our clients with the broadest possible choices in their IRAs. While other custodians tend to reject non-traditional investments, NuView’s administrative platform was designed with alternatives in mind.
With a self-directed IRA, the client serves as the account fiduciary, and as such, NuView Trust does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.
No longer are you required to make the difficult choice between reasonable administrative fees or personalized service. NuView’s focus is to provide more value and service than you could possibly expect with our low fee structure. Our institutional platform was specifically designed to support advisors and sponsors as they represent various alternative products to the marketplace.
We haven’t grown so big that your relationship or that of your clients is not important to us. Let us help you cut through the red tape of IRA investing. We understand the fast-paced nature of the alternative investment world, which is why we’ve set our processes to match your industry. The account opening and investment process was designed to streamline the process so transactions can occur within days not weeks.
With more than 10 years of experience and nearly $700 million in assets through our affiliated offices, NuView offers the peace of mind you would expect from a stable financial institution. Our Fidelity Bonds and E&O insurance extends an additional level of security. In addition, our custodial bank provides regulatory compliance and oversight to protect the safety and security of each account.
We have one purpose: To hold alternative assets within a retirement account. Whether you’re an investment sponsor with an alternative product or a broker-dealer you’ve come to the right place for your alternative asset custodial solutions.
As a passive administrator providing custody of alternative assets, you don’t have to worry about NuView competing for your clients as we never offer advice or investment products.
Our sole business is to provide the record-keeping and IRS reporting for the following types of plans:
– Traditional and Roth IRA
– SEP and SIMPLE IRA
– Education Savings Accounts and Health Savings Accounts
– Pension and Profit Sharing Plans
– Record-Keeping Accounts for Qualified Plans (401k)
Most IRA custodians choose not to hold alternative assets. Other custodians may hold them as an accommodation alongside traditional investment product, however they most likely lack the speed, efficiency, and cost effectiveness that NuView can provide. At NuView, we exclusively offer custody of alternative assets, including:
– Private Limited Partnerships and LLCs
– Private Stock
– Non-Traded REITs
– Debt Offerings
– Convertible Notes
We welcome the opportunity to earn your business, and we look forward to showing you that holding alternative assets in a retirement account is easier than you may have experienced.