About Us

Why NuView Trust

Take control of your investments with a Self Directed IRA

About NuView Trust

Every day, since opening our doors, we’ve worked with individual and professional clients to provide custody for alternative assets. We are driven to provide world class service and simple solutions in the complex world of alternative custody.

The vast majority of IRA holders invest in public equities through mutual funds, while others select individual stocks to hold in their retirement portfolios. However, there is a growing segment of investors who wish to access investments not offered by Wall Street brokers or the traditional markets. These investments are known as alternative assets.

The alternative asset market will grow from 13.9 trillion to 17.3 trillion by 2025. We want every individual investor and financial professional to be part of this revolution because it can empower so many investors to build wealth outside of the stock market.

Since our formation more than 18 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.

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glen-mather

Glen Mather

About Our Founder

Glen is the Founder of NuView IRA and has been its leader since 2003. In 2018, he also created NuView Trust, expanding the growing business of self-directed IRAs into new services to further reduce or eliminate taxes.

Milestones & Accomplishments

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2003

CEO Glen Mather starts Nuview Trust

2003

Opened first office in Lake Mary 2003

2003

First Nuview Client

2006

1,000 customers

2006

First companywide employee retreat

2010

Hired 10th employee

2012

Changed name from Entrust to Nuview Trust

2013

Opened IS division

2015

Purchased new office building at Ronald Reagan Blvd

2015

Started Chair The Love Non-Profit

2017

Hired 25th employee

2018

Expanded customer base to all 50 states

2018

1 billion in assets under custody

2020

NuView goes over 50 employees

2021

2 billion in assets under custody

Service is Our Priority

Our customers like the fact that we answer the phone. Sounds simple. But it’s a big part of how we service our customers. Our practice of providing timely responses has not changed since the day we opened our doors in 2003. Our approach allows us to concentrate on providing expertise, accuracy, and assurance to financial professionals and individual investors. Sure, we offer a variety of innovative educational resources and services. But what sets us apart is our dedication to building lifelong relationships and lasting partnerships which has resulted in an extraordinary customer experience. This allows us to have a customer life span of 8+ years.

Trust custodians are a dime a dozen but the ones like NuView who are truly committed to building relationships with customers can make all the difference in the success of achieving your goals. No matter if you’re an individual investor or financial professional.

Strength and Stability

With more than 18 years of experience and over $1.7 Billion 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 extend an additional level of security. In addition, our custodial bank provides regulatory compliance and oversight to protect the safety and security of each account.

How NuView Can Help You

NuView Trust is a premiere trust custodian that makes investing in alternative assets easy for investors and financial professionals. By opening a NuView account you are free to invest your money in the assets you want.

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)

Take Control Of Your Investments

NuView is here to help you.

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