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Advisors & Professionals
As a regulated passive Custodian for traditional and 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
- Record Keeping Accounts for Qualified Plans (401k)
More Choices for Your Clients
- Private Limited Partnerships and LLCs
- Private Stock
- Non-Traded REITs
- Debt Offerings
- Convertible Notes
New Vision Trust Company is an independent qualified custodian regulated by the South Dakota Division of Banking. We specialize in unique and innovative custody solutions for individual investors, investment sponsors, family offices, advisory firms, broker-dealers and various other investment platforms. We currently serve thousands of clients Nationwide and have over $450 million in assets under custody.
Our team members are friendly, knowledgeable and dedicated to you, and each understands that your experience is most important. Our Client Service Representatives act as your guides through the account opening, funding and initial investment process. Our Business Development team creates lasting and successful relationships with our clients, and our dedicated Operations and Account teams handle transactions promptly and efficiently with the utmost attention paid to the needs and requests of investors and advisors.
Our policies dictate that all uninvested cash is deposited daily into a State and/or Federal banking institution account.
The executive staff at New Vision Trust Company consists of experienced and competent industry professionals, and our Board of Directors is comprised of accomplished business leaders that conduct themselves and their organizations with the highest level of integrity.