Boost revenue with more choice for clients.
Offer your clients a wide range lucrative alternative investments in tax-advantaged retirement accounts, all without the cost and complexty of in-house management.
As a financial professional, you're constantly exploring ways to boost value for your clients. Partnering with us allows you to offer lucrative alternative asset investments, significantly enhancing the appeal of your offering.
Choosing to work with New Vision Trust empowers you to offer your clients a wide range of investment options, including private limited partnerships and LLCs, private stock, non-traded REITs, debt offerings, debentures, convertible notes, real estate and private lending, all without the administrative complexity and cost of self-managing client accounts.
We administer the full range of of tax-advantaged investment vehicles
- Traditional and Roth IRAs for individual investors
- Solo 401(k) plans tailored for independent professionals
- SEP and SIMPLE IRAs for small business owners and self-employed individuals
- HSA and ESA accounts to cover health and education expenses
- Customized pension and profit-sharing plans for companies
- 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
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 a broad range of self-directed retirement plans.
Our platform offers a streamlined way to manage client accounts, providing aggregated data and a comprehensive portfolio overview. As a qualified custodian, we deliver custodial solutions, detailed reporting, and specialized knowledge across diverse alternative asset classes.
How can we help?
Find out how our services can add value for your clients, increase referrals, save you money, eliminate administrative complexity, and boost your bottom line.