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. Most people think the best and only options for their retirement plan is to invest into stocks, bonds, or mutual funds. The good news is that the IRS allows for a much broader scope of investment options. Instead of choosing an investment portfolio consisting entirely of publicly traded securities, many savvy investors are turning to Self-Directed IRAs/soloQRPs to invest outside the market.
There are a multitude of reasons to consider using a SDIRA to invest:
NuView Trust is a passive custodian of alternative assets. NuView is not a fiduciary, and as such does not provide investment advice nor sell investments. With more than 17 years in the industry, and over $1.5 billion in assets, we continue to provide our clients with the broadest possible choices in their retirement accounts. When purchasing alternative assets, like multifamily investment property, it’s important to work with a custodian who has the experience to guide you every step of the way.
NuView offers a 1-day turnaround for new account openings. Our team of rockstars will walk you through the account opening and funding process in a fast and efficient manner.
NuView offers continued education and networking opportunities for our clients. At NuView, we believe that an educated investor is a successful investor. We host weekly educational classes and large quarterly events.
We have one purpose – to make investing in alternative investments as easy as possible. At NuView Trust, our motto is More Choices, More Control- and that’s exactly what we provide to our clients.
NuView offers a consistent fee structure. We are proud to say that NuView has not raised fees since 2008. As an incoming client, your fees are locked in at the standard rate and will not increase.