Creating Efficiency And Opportunity For Investment Advisors
Millennium Trust Company provides customized custodial and administrative services to Registered Investment Advisors (RIAs), asset managers and other institutional investment firms. Working with Millennium saves you valuable time, reduces overhead and trading costs, and allows you to focus on managing investments at a portfolio model level. We never compete for your clients’ business, nor do we provide investment advice, investment products, or give investment, legal or tax advice. Our services are delivered with one goal in mind - helping Advisors be as successful and profitable as possible.
Millennium Trust provides non-competitive, innovative, technology-driven solutions for Investment Advisors. We help you capitalize on important opportunities by doing what many other administrative and custodial service firms cannot or will not do. Our solutions include a wide range of trading services, custodial support, technical and custodial services and automated client account rebalancing.
Millennium Trust supports both retirement and taxable assets for its clients. As one of the industry’s true innovators, we are highly experienced at providing custody for both traditional and alternative assets in a variety of asset classes. We never apply a single service model for all of our clients. Instead, we meet the needs of each firm individually with tailored integrated custody services that truly enhance that firm’s business.