0

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

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.

Advertisement

Leave a Reply

Your email address will not be published. Required fields are marked *

Scroll to top