The IPA is honored to have NuView Trust join the IPA community. Please take a few minutes to learn about their company and how they can help your business. Welcome NuView Trust!
About
NuView Trust Company is a premier, regulated Custodian for self-directed alternative investments. Our sole business is to provide the custody and IRS reporting for the following types of plans:
- Traditional and Roth IRA
- SEP and SIMPLE IRA
- Education Savings Accounts and Health Savings Accounts
We also offer custodial solutions for the following:
- Record-Keeping Accounts for Qualified Plans (Employer sponsor plans, such as 401k, Pension, and Profit-Sharing)
- Non-qualified Custodial Agency accounts
You never have to worry about NuView competing for your clients as we do not offer investment products or advice. At NuView, we custody a wide variety of alternative products such as Private Equity, Physical Real Estate, Non-Traded REITs, BDCs, Private Debt and more. This allows for true diversification. Studies show that alternative assets will reach $17 Trillion dollars by the year 2025. The time to help your clients accelerate their wealth is now.
Business Mission
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.
We are purpose built to be a long-term home for your alternative assets. Years of experience, quick and responsive customer service, along with our efficient and streamlined processes, help provide your clients with true diversification of wealth.
For More Information:
Heath Black
Business Development Director
407-519-9174
hblack@nuviewtrust.com
