Work side-by-side with a team you can trust
As America's leading regulated passive custodian, New Vision Trust empowers service providers and advisors to offer clients a broad range of alternative asset investments in tax-advantaged retirement accounts without the cost and complexity of self administration.
Industry Leader in Alternative Assets
New Vision Trust Company is the premier provider of custodial services for alternative assets and other tax-advantaged, self-directed retirement accounts.
A Priority on Personal Service
Our team of professionals understands the self-direction process first-hand. We are here to empower you in reaching your financial goals and to help you understand your investment options.
Easily Accessible Resources
New Vision Trust Company Resources helps clients and professionals understand the broad spectrum of alternative investment options, including industry tips and strategies, as well as the benefits of self directed investing.
New Vision Trust Company is the the industry leader in alternative asset custody.
We specialize in alternative and traditional asset custody and innovative custody solutions for individual investors, investment sponsors, family offices, advisory firms, broker-dealers and various other investment platforms.
Professional Services Offer Your Clients More
New Vision Trust provide the record-keeping and IRS reporting for a variety of self-directed retirement accounts, empowering your clients to invest in a diverse portfolio that includes traditional assets as well as alternative investments such as real estate, precious metals, and private equity.
By partnering with us, you can extend your service capabilities without the complexity of managing these specialized accounts, ensuring your clients' investments are handled efficiently and in compliance with regulatory standards.
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- Traditional and Roth IRA
- SEP and Simple IRA
- CESA and HSA Accounts
- Pension and Profit-Sharing Plans
- Custody for Qualified Plans (401(k)s)
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- Real Estate
- Mortgage Notes
- Precious Metals
- Private Companies
Independent Investors Build Wealth with Self Direction
With a self directed IRA or 401(k), individual investors are empowered to build diverse portfolios from a wide array of non-traditional assets like real estate, mortgage notes, private equity and more.
Through our strategic partnership with American IRA, New Vision Trust offers a seamless and supportive infrastructure for self-directed retirement accounts. While we ensure the integrity of record-keeping and IRS compliance, American IRA provides expert administration and reknowned customer service.