Our Client is Our First Priority®
Nevada Trust Company utilizes the trust operating software, securities custody, and investment advisory support of a national institution administering over $6.7 trillion in assets under custody and $946 billion in assets under management. Through this special relationship, NTC provides clients with state-of-the-art technology and up-to-the-minute investment information. Consequently, clients achieve the same investment potential as major market participants with significant cost benefits and personal attention focused on their specific needs. NTC’s operating systems for client reporting and securities custody have strict fiduciary control. Tested over decades, these controls provide the assurance that a client’s trust and investment assets are securely and competently administered.
Conventional securities are held at Depository Trust Company (DTC). Non-DTC eligible securities and most other classes of assets are held in custody in our vault. Certain special assets, such as precious metals, are custodied offsite in a secure facility. We provide custody for a wide range of assets including:
- Self-directed Retirement Plans, including IRAs and ERISA plans such as 401(k) accounts
- Real estate deeds
- Trust deeds
- Non-DTC-eligible securities
- Life insurance policies
- Annuity policies
- Mineral rights certificates
- Closely-held company stock certificates
- Precious metals
- Private collections
We carry comprehensive private insurance policies to protect assets held in client accounts.
Self-Directed IRA and 401(k) Accounts
Many people seek to broaden the diversity of investments held inside their self-directed retirement accounts. Self-directed retirement accounts are allowed to hold a wide range of investments, including real estate, certain precious metals, private placement investments and mineral rights, to name a few.
NTC has provided reliable and effective custody services for self-directed accounts for 23 years and has developed innovative systems to ensure that accounts comply with the Internal Revenue Code while simultaneously maximizing clients’ flexibility in making and managing their self-directed investments.
Additionally, NTC's clients all have access to several unique investment options including the Alpha/Select® Portfolio and four institutional mutual fund families.
Nevada Trust Company provides escrow services for many unique needs. One area of expertise is managing escrows for a range of investments wherein certain minimum funding amounts must be accumulated and other requirements must be met prior to distribution of funds to the investment managers. Nevada Trust Company has a distinctive competence in developing, monitoring and managing such escrow accounts.
In addition to the investment escrow accounts described in the previous section, Nevada Trust Company provides a variety of other specialized escrows tailored to meet specific situations. In one such complex escrow we have created an “Evergreen” Escrow for a client to facilitate the importation of horses from Europe. Funds are received into the escrow account from the buyer at the time of purchase and held until the horse arrives in the United States and has cleared customs and quarantine. Upon delivery of the certified horse to the buyer, the funds are released to our client.
Nevada Trust Company has developed secure solutions for custody of precious metals, including the ability to custody precious metals in a self-directed IRA in compliance with IRA regulations. Our approach requires dual access by the client and our personnel and provides security at an offsite insured facility.
Nevada Trust Company custodies many categories of documents ranging from real estate titles to rare and valuable historical documents. Depending on the nature of the document, it is possible that it can be held in an offsite insured facility to provide enhanced protection.