Our Process

Simple. Responsible. Relationship Driven.

NuView's Proven Process

At NuView, we believe the process of offering alternative assets to retirement accounts should be easy and straightforward, which is why we have built our institutional platform to focus on simplicity. Our experience in servicing retail clients has given us insight and understanding into how all clients want to be treated. The high-touch retail client demands communication, service, and reliability, which is so frequently lacking in the wholesale marketplace. We have drawn on this experience and drafted our customized platform to service the investment sponsor and advisor community.

Engage

Individual Investors (Retail)

Contact an IRA Specialist to review your account options at [email protected]

Advisors, Investment Sponsors, Broker-Dealers (Institutional)

To review your options, contact: [email protected]

Take Control

Establish your new NuView Self-Directed IRA Account(s) by completing our application.

Fund Your Account

Fund your account in 1 of 3 ways:

  1. Rollover
  2. Transfer
  3. Contribution

Choose Your Investment

You hold the power in your hands to chose your own investments, which can include assets such as:

  • Real Estate
  • Promissory Notes
  • Private Stock
  • Private Entity

Maintain

NuView's additional services include, but are not limited to:

  • Bill-pay for IRA owned assets
  • Roth Conversions
  • 1099 and 5498 Tax Filing
  • Annual Account Statements
  • QRP Record Keeping

Stay Connected

Follow us on social media and tune in on workshops every Wednesday at 1:00 p.m. EST.