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Institutional Services for Registered Investment Advisors and Other Asset Managers
In Millennium Trust's world of advisor services, the objective is simple: focus on the partnership.
We put our full energy into finding resourceful, institutional
custody solutions for our advisor clients rather than competing with them for their clients' business. In doing so, we offer a wide range of efficient, technology-driven administrative and custodial options that serve today's advisor. Our forward-looking approach encompasses alternative investments, as well as traditional directives, making us one of the few innovators in our industry.
A partnership with us means advisors and their clients save time and money. It also means we help
advisors capitalize on important opportunities by doing what many other administrative and custodial service firms simply cannot or will not do. Features such as omnibus trading lowers costs and automatic rebalancing eliminates the need for tedious calculations.
We are an innovative trust company that is committed to supporting the business growth of Registered Investment Advisors, hedge funds, commodity pools, private banks and other institutional firms. We deliver RIA Investment Advisory services, alternative investment custody and omnibus trading, and
automatic account rebalancing and support for a variety of investment-asset types. We also provide RIA firms the ability to manage their clients’ assets in personal trusts across generations of client accounts.
Contact Belinda Cheeks at (630) 368-5666 or bcheeks@mtrustcompany.com to start your partnership with Millennium Trust today!
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