NUVIEW IRA, INC.
LONGWOOD, FLORIDA

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. 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. No longer are you required to make the difficult choice between reasonable administrative fees or personalized service. NuView’s focus is to provide more value and service than you could possibly expect with our low fee structure. Our institutional platform was specifically designed to support advisors and sponsors as they represent various alternative products to the marketplace. We haven’t grown so big that your relationship or that of your clients is not important to us. Let us help you cut through the red tape of IRA investing. We understand the fast-paced nature of the alternative investment world, which is why we’ve set our processes to match your industry. The account opening and investment process was designed to streamline the process so transactions can occur within days not weeks. With more than 10 years of experience and nearly $700 million in assets through our affiliated offices, NuView offers the peace of mind you would expect from a stable financial institution. Our Fidelity Bonds and E&O insurance extends an additional level of security. In addition, our custodial bank provides regulatory compliance and oversight to protect the safety and security of each account. How NuView Can Help You We have one purpose: To hold alternative assets within a retirement account. Whether you’re an investment sponsor with an alternative product or a broker-dealer you’ve come to the right place for your alternative asset custodial solutions. As a passive administrator providing custody of alternative assets, you don’t have to worry about NuView 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: Most IRA custodians choose not to hold alternative assets. Other custodians may hold them as an accommodation alongside traditional investment product, however they most likely lack the speed, efficiency, and cost effectiveness that NuView can provide. At NuView, we exclusively offer custody of alternative assets, including: In most companies, management personnel or outside consultants develop core values, but NuView broke the mold in seeking input directly from its employees. Our core values define what our employees see in themselves and, more importantly, in each other. Not only do our values represent who we are, but they also represent the areas of our business we like to emphasize and continue to improve upon. NuView employees express an unusual and unmistakable enthusiasm for life and vocation. It is our burning desire to help our clients succeed in their goals that sets us apart from our competitors. We tirelessly drive toward a better way of doing business that promotes self-direction and taking your future into your control. Our passion exudes at staff meetings, client events, educational seminars, and the way we interact with every client and business relationship. We enjoy what we do, and we try not to make it a secret! We pride ourselves on always doing the right thing, even when no one is looking and there is no personal reward. Everyone at NuView employs the same high moral standards, which instills confidence in the eyes of our clients. The first commitment we honor is to serve our God. However, in business that is not enough. We strive to continuously serve each other, our clients, and our community at large. We demonstrate our commitment to impeccable service when we stay late and help our fellow employees complete client correspondence, even when it isn’t our job. We show it when we devote hundreds of community service hours to area food-banks and various other charities. And we further illustrate this value with our annual charity event, the The NuView team is headed by President and CEO, Glen Mather. Before founding NuView, Glen completed his business undergraduate degree at Southern Adventist University and his Master’s in Information Systems at the University of Southern California. He has held senior management positions with Lockheed, McLaughlin and Associates, and One, Inc. Jason has appeared as a guest speaker across the state for various attorneys, CPAs, tax advisors, real estate professionals, mortgage professionals and investors. He has been cited on the subject of self-directed IRAs in various publications throughout Florida including the Jacksonville Business Journal and the Orlando Business Journal. Jason is active in the community as a mentor with Big Brothers Big Sisters and a volunteer for Camp Sib, a program for siblings separated through foster care. In addition, he is a volunteer speaker with the Seminole County Schools to provide financial education to students in Orlando. Roger heads all operations at NuView Trust and is responsible for the IRS reporting for client accounts. Roger is originally from Trinidad and Tobago where he attended Queen’s Royal College. He moved to the U.S to attend Wheeling Jesuit University in West Virginia where he played collegiate soccer while pursuing his bachelor’s degree in Business Management. After graduation, he played professional soccer for 4 years before deciding to put his education to work. Tammy began processing and managing the transaction team soon after NuView opened its doors. Her team has processed thousands of real estate purchases, along with private placements, notes, precious metals, and much more. Beyond her experience at NuView, she has managed the financial administration of several medical practices in the Central Florida area. Tammy holds the Certified IRA Services Professional (CISP) designation, and serves as an important client advocate in developing and streamlining processes and procedures. When attending client events, Tammy is most often sought out for discussion of the practical aspects of buying and selling investments in an IRA.