Brian Martinez began his career in business development as a sales coach for a Fortune 500 subsidiary, building teams over a 15-year period that were poised for growth in an ever-changing market.
In 2018, Brian started the next chapter of his career with NuView Trust Company, as a Manager of the Retail Sales and Syndication Solutions departments. Brian had the privilege of developing new relationships and referral partners while helping them build their wealth using self-direction. Brian’s passion lies with educating others on the endless investment possibilities afforded by using self-directed accounts and providing individuals with the right tools to get started on their alternative investment journey.
Brian recently created Passive Alts Investor, which provides free consulting for accredited investors who are looking to diversify their portfolio into Private Equities in Multifamily, Self-Storage, Mortgage Notes, Hotels and other alternatives outside of the stock market. Brian’s focus is teaching Due Diligence, using tax advantage vehicles for investing and identifying new investment opportunities backed by Real Estate.
Passive Alts Investor is an esteemed educational platform that caters to a specific demographic of busy professionals who may have experienced financial losses in conventional financial market investments, such as stocks, bonds, or mutual funds, due to depreciation or exorbitant commissions paid to financial advisors.
Whether you currently hold cash positions, are waiting for market stabilization, or simply lack time to manage your investments effectively, at Passive Alts Investor, we help professionals open to seeking free consultations to gain valuable guidance on directing their free cash into alternative investments.
We collaborate exclusively with accredited investors who have earned at least $200,000 over the past two years or $300,000 if filing jointly or possess $1 million or more in assets, not including their primary residence.
This platform strives to educate these investors about alternative assets that align with their interests and/or knowledge, primarily involving real estate, private equities, or offshore assets. Additionally, Passive Alts Investor aims to educate investors on alternative funding approaches, such as 401ks, IRAs, HSAs, or ESAs.
Brian Martinez has been deeply involved in alternative investments for the past five years. He started his professional journey in sales and business development, where he worked as a sales coach for a subsidiary of a Fortune 500 company for 15 years. During this time, he successfully led teams to adjust to changing market trends. Brian is passionate about sharing his knowledge of the investment opportunities that self-directed accounts offer and empowering people with the right tools to begin their alternative investment journey.
Brian used his industry experience to progress to a management role with NuView Trust, a self-directed IRA custodian located in Central Florida. He led the Retail Sales Team before creating the Syndication Solutions team; a new division focused on raising capital for sponsors and syndicators. Currently, Brian works as an Investor Relations Manager for Paper Profits LLC, where he shares his expertise with accredited investors looking for passive investment opportunities that offer steady cash flow, easy liquidity, and are backed by real estate.
Passive Alts Investor is an esteemed educational platform that caters to a specific demographic of busy professionals who may have experienced financial losses in conventional financial market investments, such as stocks, bonds, or mutual funds, due to depreciation or exorbitant commissions paid to financial advisors.