NuView was created to assist the IRA holder in accessing the broadest range of choices within their retirement plan. Our clients are driven, motivated savers who desire unique investment choices unavailable to them through their bank or brokerage house. While some clients in private investments still seek the advice and counsel of financial advisors, many prefer to go-it-alone, driven by their own research and experience.
You also may wish to have more control over your IRA. Just as many investors want to make their own individual stock and bond trades, NuView clients desire to make their own choices, whether in real estate, private companies, money lending and much more.
We serve as the administrator and record-keeper, providing all the tools and paperwork needed to keep you in the driver’s seat of your IRA. You are not able to do this on your own without a custodial banking relationship.
In essence, a NuView IRA account allows you to invest your IRA in anything that the IRS does not prohibit, which will be discussed in further detail. With a truly self-directed IRA, you make the decision after consulting with your financial or tax professional.
