IRA Custodian

Tyler Carter – NuView IRA – Episode 22

Tyler Carter

Tyler Carter

NuView IRA
I help raise awareness of the benefits of self-directed IRAs. I seek to educate seasoned investors, professionals, and novices alike through regular in-office workshops as well as certified continuing education courses. Through CPE for CPAs, CLE for Attorneys, and CE for both CFPs and Realtors, I have successfully broadened the local knowledge base on self-direction.As a resource to prospect and current clients, I ensure investors understand the rules and regulations of IRAs as well as the investment opportunities available for retirement plans. On the wholesale side, I work with Broker-Dealers, Sponsors, and Registered Investment Advisors to help them access their investor's IRA funds for current offerings.

SELF-DIRECTED STRATEGY

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Trust has always been part of our DNA, now it’s part of our name! NuView is excited to announce the launch of NuView Trust Company, Inc.

The vast majority of IRA holders invest in public equities through mutual funds, while others select individual stocks to hold in their retirement portfolio. However, there is a growing segment of investors who wish to access investments not offered by Wall Street brokers or the traditional markets.

Since our formation more than 10 years ago, NuView Trust has strived to provide our clients with the broadest possible choices in their IRAs. While other custodians tend to reject non-traditional investments, NuView’s administrative platform was designed with alternatives in mind.

With a self-directed IRA, the client serves as the account fiduciary, and as such, NuView Trust does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.

Our positioning as a smaller, private firm gives us a distinct advantage in the marketplace because we're able to hand pick the best opportunities and harvest only the best opportunities for Prime Pinnacle Members.

Clay Malcolm – New Direction IRA – Episode 19

Clay Malcolm

Clay Malcolm

New Direction IRA
Clay oversees most avenues of marketing, teaches Continuing Professional Education and informal classes and webinars, and facilitates the training of our business development and client relations teams. Clay has more than 20 years of management experience in various roles, including as the vice president of Jersey Films and as a director for Princeton Review. Clay draws upon his teaching background – including instructor roles with Colorado Outdoor Training Initiative and Ivy West Education – to develop the educational aspects of New Direction IRA and impart knowledge about self-directed IRAs to its clients and prospective clients. Clay received his Bachelor of Science degree in Communications from Northwestern University.

SELF-DIRECTED STRATEGY

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EMAIL

info@newdirectionira.com

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About New Direction IRA

Today, New Direction IRA employs over 70 employees and holds 1.7 billion dollars in IRA assets under administration. One of the founding principles of New Direction IRA, Inc. is to bring information about self-directed IRA investing out of obscurity and into the arena of common knowledge. New Direction employs an education-based business model with the goal of making the details of self-directed IRA investing transparent and accessible.

In addition to our industry-best educational webinars, specialized videos, and cutting-edge blogs and articles, New Direction provides live presentations for investors of all asset markets, and offers continuing education courses for CPAs, attorneys, and real estate professionals. We pride ourselves in consistently being a leading provider of self-directed IRA education and administrative services. We believe in empowering our clients with the education they need to confidently make knowledgeable investment decisions for their individual retirement account.

Edwin Kelly – Specialized IRA Services – Episode 18

Edwin Kelly

Edwin Kelly

Specialized IRA Services
Edwin Kelly is America’s leading expert on Self Directed Retirement accounts and self-directed investment strategies. He has more than 24 years of experience in the Financial Services Industry. He worked for such notable companies like UBS and BISYS. Edwin is a Founder and currently serves as CEO of Specialized IRA Services.Edwin is an avid educator, adding value to clientele by developing significant knowledge assets at every company he has worked with. His passion for helping others learn about their Self Directed IRA options has made Edwin a popular and engaging speaker who is frequently invited to speak at seminars and workshops, in webinars, and as a radio guest. Edwin has made several special appearances on the Money Show, and his work and ideas have been featured in major national magazines and newspapers throughout the United States.

SELF-DIRECTED STRATEGY

IRA Custodian

WEBSITE

EMAIL

info@specializediraservices.com

CONNECT

About Specialized IRA Services

Specialized IRA Services is a boutique financial services firm that specializes in allowing clients to self direct their retirement, education, health savings and 401(k) accounts into alternative assets like real estate, notes, mortgages, trust deeds, precious metals, FOREX and virtually anything the
government allows.

Our positioning as a smaller, private firm gives us a distinct advantage in the marketplace because we're able to hand pick the best opportunities and harvest only the best opportunities for Prime Pinnacle Members.

Tyler Carter – Nuview IRA – E10

Tyler Carter

Tyler Carter

NuView IRA
I help raise awareness of the benefits of self-directed IRAs. I seek to educate seasoned investors, professionals, and novices alike through regular in-office workshops as well as certified continuing education courses. Through CPE for CPAs, CLE for Attorneys, and CE for both CFPs and Realtors, I have successfully broadened the local knowledge base on self-direction.As a resource to prospect and current clients, I ensure investors understand the rules and regulations of IRAs as well as the investment opportunities available for retirement plans. On the wholesale side, I work with Broker-Dealers, Sponsors, and Registered Investment Advisors to help them access their investor's IRA funds for current offerings.

SELF-DIRECTED STRATEGY

WEBSITE

EMAIL

CONNECT

Trust has always been part of our DNA, now it’s part of our name! NuView is excited to announce the launch of NuView Trust Company, Inc.

The vast majority of IRA holders invest in public equities through mutual funds, while others select individual stocks to hold in their retirement portfolio. However, there is a growing segment of investors who wish to access investments not offered by Wall Street brokers or the traditional markets.

Since our formation more than 10 years ago, NuView Trust has strived to provide our clients with the broadest possible choices in their IRAs. While other custodians tend to reject non-traditional investments, NuView’s administrative platform was designed with alternatives in mind.

With a self-directed IRA, the client serves as the account fiduciary, and as such, NuView Trust does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.

Our positioning as a smaller, private firm gives us a distinct advantage in the marketplace because we're able to hand pick the best opportunities and harvest only the best opportunities for Prime Pinnacle Members.

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