Traditional Investments
In addition to a wide array of alternative assets, Millennium Trust custodies traditional investments, including:
- Stocks
- Bonds
- Mutual Funds
- Exchange Traded Funds, or ETFs
- Certificates of Deposit, or CDs.
These investments are typically more liquid because they are traded on the major exchanges and are valued daily.
List of Mutual Funds Available
For a list of the more than 23,000 mutual funds (including NTF funds) currently available at Millennium Trust, please
click here.
Morningstar Mutual Fund Analysis Tools
To access online mutual fund analysis tools from Morningstar, click here.
Investing in a Traditional Asset
To invest in a traditional asset, you may place your trade through our online tool, Portfolio Online. If you do not already have access, please complete and return
Web Access Request Form(IRA-027). You may also contact us at 800.258.7878 ext. 2007 to speak with a client service representative.
Millennium Trust performs the duties of a custodian and, as such, does not provide investment advice or sell investments,
nor offer any tax or legal advice.
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> Personal IRAs
> Employer Sponsored IRA
> Roth Conversion Opportunity
> Benefits of Conversion
> Important Considerations
> Real Estate Example
> Contributions
> Tax Deductibility of Contributions
> IRA Transfers
> IRA Rollovers
> Distributions from Your IRA
> Prohibited Transactions
> Unrelated Business Taxable Income (UBTI)
> Alternative Investments
> Traditional Investments
> Cash Investment Program
> FAQs
> Fact Sheets
> Glossary of Terms
> Account Forms
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