alternative asset custody
simplified

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Broker-Dealers

Need a home for your alternative assets?

Adding alternative assets to your platform can be a great tool for your advisors to offer clients true diversity, however subscribing to those alternative assets in a retirement portfolio can be cumbersome through your traditional clearing firm. That’s where NuView IRA comes in - we’re your single-source solution for alternative asset custody.

Broker-Dealers can count on:

  • Acceptance of most private offerings
  • Industry-leading efficiency
  • Dedicated relationship managers
  • Aggregated online account access
  • Third-party technology integration

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Advisor

Clients looking to Diversify?

Many advisors are turning to alternative assets to help their clients truly diversify their retirement portfolios. In doing so, many advisors have hit a few custodial roadblocks, but we’re here to help.

As an advisor working with NuView, you’ll experience:

  • Live personal assistance
  • Simplified paperwork process
  • Industry-leading processing speed
  • Aggregated online account access
  • Third-party technology integration
  • Competitive rates

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Individual Investors

Looking to add alternatives to your retirement portfolio?

NuView offers investors the most service-oriented self-directed IRA available giving you the ability to effortlessly invest into the alternative assets of your choosing. Once you’ve identified your investment and completed your due diligence, our trained IRA professionals are here to walk you through every step of the process.

NuView clients benefit from:

  • Highly-trained, knowledgeable staff
  • 24/7 online account access
  • Competitive fees
  • Extended customer service hours

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Alternative Assets In a Retirement Account: Without the Red Tape

At NuView, we don’t believe the custodial process should slow down or inhibit a client’s desire to participate in your offering, therefore we have created a streamlined solution to allow investors the most efficient access to your offering.

Investment Sponsors enjoy:

  • 48-hour custodial review*
  • Customized paperwork
  • Dedicated relationship manager
  • Industry-leading efficiency

Your investors enjoy:

  • Live personal assistance
  • 24/7 online account access
  • Simplified paperwork process.
  • Competitive rates

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Need a home for your alternative assets?

Offering alternative assets on your platform can be a great tool for your reps to offer clients true diversity, however adding those alternative assets to a retirement portfolio can be cumbersome through your traditional clearing firm.

That’s where NuView IRA comes in - we’re your single-source solution for alternative asset custody with competitive rates and industry leading efficiency we make your lives easier by allowing you to focus on selling and representing investments while we focus on the paperwork, administration and custody.

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Clients looking to Diversity?

Many advisors are turning to alternative assets to help their clients truly diversify their retirement portfolios. In doing so, many advisors have hit a few custodial roadblocks, but we’re here to help. As an advisor working with NuVIew, you’ll experience:

  • Live personal assistance
  • Simplified paperwork process
  • Industry-leading processing speed
  • Aggregated online account access
  • Third-party technology integration
  • Competitive rates

Learn More

Looking to add alternatives to your retirement portfolio?

NuView offers investors the most service-oriented self-directed IRA available giving you the ability to effortlessly invest into the alternative assets of your choosing. Once you’ve identified your investment and completed your due diligence, our trained IRA professionals are here to walk you through every step of the process. NuView clients benefit from:

  • Highly-trained, knowledgeable staff
  • 24/7 online account access
  • Competitive fees
  • Extended customer service hours

Learn More

How NuView Can Help You

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.

As a passive administrator providing custody of alternative assets, 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)

Our Specialization is What You’ve Been Looking For

Most IRA custodians choose not to hold alternative assets. Other custodians may hold them as an accommodation alongside traditional investment product, however they most likely lack the speed, efficiency, and cost effectiveness that NuView can provide. At NuVIew, we exclusively offer custody of alternative assets, including:

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

We welcome the opportunity to earn your business, and we look forward to showing you that holding alternative assets in a retirement account is easier than you may have experienced.