Brokers
Adding alternative assets to your platform can be a great tool for your advisors to offer clients true diversity.
However, despite the advantages, 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. As your dedicated partner, we specialize in the custody of alternative assets, providing a seamless and efficient solution that bypasses the complexities often encountered with traditional clearing firms.
Our comprehensive services ensure that your advisors can easily incorporate a wide range of alternative investments into clients' retirement portfolios, enhancing diversification and potential returns.
- 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
With New Vision Trust Company, you gain access to a streamlined platform designed to facilitate the inclusion of these unique assets, all while maintaining the highest standards of security and compliance. We are committed to being your single-source solution for alternative asset custody, empowering your advisors to offer more to their clients with less hassle.
Have questions?
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.