Advisory Solutions

Your alt-friendly, custodial one-stop-shop.
NuView Trust provides intuitive custodial solutions that supports your business so you can focus on growing it.

At NuView, We Have One Purpose:

To be your one-stop-shop custodial solution for alternative asset investing. We believe the process for custody of alternative investments should be easy, which is why we created a tailor-made platform to serve YOU.

Best In-Class Support

Friendly faces that answer the phone, ready to assist you. You can reach our team not only through phone calls and email but also through our texting capabilities.

Reliable Custodian

NuView has been providing superior service to our clients since 2003. With over 12k clients and $2 Billion in assets under custody, our experience in the industry is unmatched.

Commitment Beyond Doubt

While there are other custodial options, NuView stands above the rest! We are truly committed to building relationships with our clients and helping them achieve financial success.

Competitive Pricing Structures

Our experience over the years has allowed us to define a proven process that delivers top-notch custodial solutions while keeping our fees affordable. We believe in a simplified fee schedule, allowing our clients to make investments without any transactional costs.

How Can NuView Trust Help You?

As a premier, regulated Custodian for self-directed alternative investments, 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)

Non-Retirement Accounts

Employee Stock Ownership Plans (ESOP)

We Offer Expanded Custodial Capabilities

Most IRA custodians choose not to hold alternative assets. Other custodians may hold them as an accommodation alongside traditional investment products, however, they most likely lack the speed, efficiency, and cost-effectiveness that NuView Trust can offer. With NuView you have access to a wide array of alternative investments, including:

Private and Limited Partnerships and LLCs

Private Stock

Non-Traded REITs

Debt Offerings

Debentures

Convertible Notes

Partner With NuView

We have the privilege of working with dedicated service providers on a daily basis. Please click your corresponding service industry button below to learn more about how we can work together.

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Investment Sponsors

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Advisors & Broker Dealers

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Syndication Solutions

Is your fund or asset being resigned from your current custodian?

Don't Take Our Word For It.
Hear What Our Customers Say.

Susan

“I transferred my self-directed Roth IRA to NuView Trust. I dealt with Brian Martinez and found him very professional and very knowledgeable. The process was so much easier than with my previous custodian. The fees that NuView charges are much less than my previous custodian. I would highly recommend them.” -Susan

Bill

“My experience with NuView has been nothing short of excellent! They have been very responsive to my needs, always available to answer questions in areas that I am not the most knowledgeable and a good value. In short, they are a very well run organization looking to provide value add for their clients.” -Bill

Edith

“NuView Trust has been extremely knowledgeable guiding us in the use of self-directed IRA for investments purposes. They are professional, and easy to work with. A great asset to add to your team of trusted professionals.” -Edith

Diane

“I’m new to self-directed IRAs and to NuView and therefore have a lot of questions. The staff at NuView have provided prompt answers with a helpful and friendly attitude. And the turnaround time for check processing is amazing. I’m so glad I chose to partner with NuView.” -Diane