As a regulated passive Custodian for alternative investments, you do not have to worry about New Vision Trust Company 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
• Custody for Qualified Plans (401(k)s)

 

More Choices for Your Clients

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

New Vision Trust Company helps private funds and organizations meet Custody Rule requirements.  Many issuers of private funds have elected to use an independent, qualified custodian to meet such requirements.  But even those exempt from the rule often involve a qualified custodian to add a degree of separation and level of transparency and accountability required by institutional and ultra-high net worth clients.

 

New Vision Trust Company provides the following ongoing custodial services:

• Monitor, maintain and/or dispose of custodial assets as directed by the client.
• Keep timely and accurate records of deposits, disbursements, investments, reinvestments and other applications of custodial assets.
• Prepare, maintain and deliver statements to the fund and its underlying investors.
• Cooperate with fund auditors as required to verify assets owned by the fund and held by New Vision Trust Company.
• Competitive fees.

Fund managers think of us as a bridge, connecting their fund to their investors’ retirement accounts.  At New Vision Trust Company:  We understand the unique needs of fund managers.  Our entire team has a positive can-do attitude.  Every member of our staff has the product knowledge and professionalism to provide your clients with a pleasant experience.  Our goal is to help you enhance your overall relationship with your clients.

 

New Vision Trust Company does not offer tax, legal or investment advice; nor do we sponsor or sell investments.  Therefore, we will not compete with you for your clients’ business and will serve as a third-party to your clients’ investment decisions.  We will work directly with you, staying within established boundaries regarding client contact, and help you provide even better service to fund investors.

New Vision Trust Company works with investment sponsors around the United States looking to expand their options by opening up their private offerings to investors retirement accounts.

 

As the investment sponsor, you find investors who may be interested in investing in their retirement accounts your offering.  We will then assist each of them in setting up and funding a New Vision Trust Company account.  Upon the direction of the account holder, New Vision Trust Company will then disperse funds to you for his or her investment.

 

New Vision Trust Company does not sell, recommend or endorse any type of investment.  Our clients have the ability and freedom to make their own investment decisions, including investments into alternative assets.

 

Alternative Assets in a Retirement Account:  Without the Red Tape

 

At New Vision Trust Company, we do not 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

New Vision Trust Company is a passive Custodian.  We do not provide investment advice, nor will we compete with you for your clients’ business.  Instead we have created a simple, efficient platform to help you manage your client accounts.  Aggregated data and a portfolio-level overview of all accounts will be at your fingertips.

 

As a qualified custodian, New Vision Trust Company can also provide the custodial solutions, reporting and expertise you need in a wide variety of alternative asset classes.

 

Advisors have a large role to play in educating clients, start with alternative assets

The 2007-2008 financial crisis has left investors, especially the Baby Boomers, worried and even some weakened.  The uncertainty of the stock market has made investors looking for other ways to grow their hard-earned money, whether it is for their personal or their retirement funds.  Offer your clients a way to truly diversify their retirement portfolios and expand their investment opportunities with alternative assets.

 

If your clients ask about non-traditional or self-directed investments in their retirement account, are you prepared to answer them?  Make yourself a trusted source, learn about Self-Directed IRAs to be able to provide your clients all the tools they need for financial success.  Advisors have a large role to play in educating and assisting clients who have been saving for retirement and want to know more about the financial implications of transitioning from work to retirement.  This is assistance that few financial institutions or employers offer.

 

Whether you are a RIA, CFP, or CPA, your goal is to help your clients have a successful financial future.  Boost your practice and gain new clients and referrals through your knowledge of self-directed retirement plans.

 

Advisors can count on:

• Live personal assistance
• Simplified paperwork process
• Competitive fees
• Acceptance of most private offerings
• Industry-leading efficiency
• Dedicated relationship managers
• Aggregated online account access
• Third-party technology integration

New Vision Trust Company is a passive IRA Custodian.  We do not provide investment advice, nor will we compete with you for your clients’ business.  Aggregated data and a portfolio-level overview of all accounts will be at your fingertips.

 

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 New Vision Trust Company comes in – we are your single-source solution for alternative asset custody.

 

Broker-Dealers can count on:

• Live personal assistance
• Simplified paperwork process
• Competitive fees
• Acceptance of most private offerings
• Industry-leading efficiency
• Dedicated relationship managers
• Aggregated online account access
• Third-party technology integration

New Vision Trust Company is a passive Custodian.  We do not provide investment advice, nor will we compete with you for your clients’ business.  Instead we have created a simple, efficient platform to help you manage your client accounts.

 

As a qualified custodian, New Vision Trust Company can also provide the custodial solutions, reporting and expertise you need in a wide variety of alternative asset classes.

 

Offer Alternative Assets as Wealth Management Solutions

You are the most trusted resource for your clients.  Wealth management and planning options for CPAs include working with your clients to develop strategies in tax planning, setting up LLCs and document preparation, as well as estate planing.  When you understand Self-Directed IRAs or qualified plans and 1031 exchanges, you can offer unique opportunities to help clients design the optimal financial plan.  Doing so helps them reach their goals using alternative assets as wealth-building solutions.

 

Many investors choose to be actively involved in planning their financial futures.  This puts them in charge of their own wealth management to a degree, but your clients still depend on you.  This makes your role an essential piece of their success.  Self-Directed IRAs or qualified plans and 1031 exchanges provide the control that helps build tax-sheltered retirement income.  Your knowledge of these investing strategies makes you a more valuable resource for clients and potential clients.

 

New Vision Trust Company can help as a self-directed account custodian.  We do not offer financial or investment advice, but we do offer superior tools and services to make the investing process easy.  We are an impartial third party.  New Vision Trust Company is the custodian of your client’s retirement funds.  And, we never sell any investment products or collect commissions.  Instead, our key function is acting as a gateway for your clients to access a larger range of investment options to use to build wealth for retirement.

 

New Vision Trust Company’s custom educational curriculum for professionals includes free presentations and webinars.  Specifically, attendees learn how self-directed retirement plans work and the vast number of investments permissible in these accounts.

 

Our Presentations Offer Participants Powerful Information

• How to educate existing and potential clients and self-directed investing.
• The different types of accounts that can be self-directed.
• Alternative assets allowed in plans and the rules governing these accounts.
• Why IRAs or qualified plans can incur unrelated business income tax (UBTI) with some assets as well as how to help clients navigate this tax.
• The role of New Vision Trust Company, the client and yourself during the investing process.

New Vision Trust Company is a passive Custodian.  We do not provide investment advice, nor will we compete with you for your clients’ business.

 

Help your clients invest in real estate tax-free

Americans have more than $7 trillion in their individual retirement accounts.  The investments in those accounts may be under-performing, or your clients may be interested in diversifying their retirement portfolio with real estate.  With the tightening of lending practices, Self-Directed IRAs or qualified plans are a great source for funding transactions.  Smart real estate professionals understand the advantages of self-directed retirement plans.  In fact, real estate is the #1 investment in Self-Directed IRAs and qualified plans.

 

Are you a Real Estate Agent?

How would you like to have something new to talk about with your clients, help them save for retirement, and position yourself as their trusted resource?  Show your clients how they can invest in all forms of real estate and related assets with a Self-Directed IRA or Self-Directed Real Estate IRA.  Self-Directed IRAs or qualified plans give account holders more freedom, flexibility and choice of how to invest their hard-saved dollars.  They can expand and diversify their investment opportunities beyond the stock market, potentially get higher returns and grow their retirement funds tax-free.  With your help, your clients can invest in residential, commercial, vacant land, single-family properties, apartment condos and other real estate-related assets.

 

When you incorporate the Self-Directed Real Estate IRA into your sales strategy, you can become an even more knowledgeable resource for clients who already trust you.  Who else would they choose to represent them in buying property for their Self-Directed IRAs or qualified plans?  Your client database is a gold mine of information.  You know almost as much about your clients’ finances as they do.  But they may not know about the advantages of investing their IRAs or qualified plans in real estate.  Having that conversation is a great way to reconnect with clients who may not be ready to buy or sell their house, but might benefit from buying an investment property in an IRA or qualified plan to boost their retirement savings.  To learn more click here.

 

Mastering the opportunities in Self-Directed Real Estate IRAs can help you:

• Sell more properties.
• Generate more referrals, leads and repeat business.
• Stand out from the competition.
• Become a valuable resource for your clients.