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Financial Professionals

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.

How NuView Trust Can 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
  • Education Savings Accounts and Health Savings Accounts
  • Pension and Profit Sharing Plans
  • Record-Keeping Accounts for Qualified Plans (401k)

More Choices For Your Clients

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 Limited Partnerships and LLCs
  • Private Stock
  • Non-Traded REITs
  • Debt Offerings
  • Debentures
  • Convertible Notes

Services for Financial Professionals

Investment Sponsors

Are you raising capital from accredited investors?

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Are you a licensed financial professional that offers alternative investment products to their client?

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Does your firm provide alternative investment products available to your reps for their clients?

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