• Alternative Asset Custody Solutions
  • Millennium Advantage
  • Alternative Investments
  • Committed to Quality
  • For Advisors
• Automatic Rollover Programs
  • Millennium Advantage
  • The Rollover Process
  • Missing Participants
  • Safe Harbor
  • Terminated Plans
  • Who We Work With
  • Other Custody Solutions
• Employer-Sponsored IRAs
• Health Savings Accounts
  • Millennium Advantage
  • Features of HSA Manager
  • For Investment Professionals
  • Investment Options
  • Funding Options
  • HSA Guidelines
  • For Advisors
• Private Fund Custody Services
  • Millennium Advantage
  • Service Model
  • Committed to Quality
• Advisor Services
  • Millennium Advantage
  • Exceptional Support
  • Committed to Quality
  • Partnering with MTC

Why Build Your Business With Millennium Trust? 

Extensive Investment Choices for Greater Opportunity 

• Investments include mutual funds, ETFs, U.S. securities, bonds and bank CDs, as well as futures, options, hedge funds and other alternative investments.
• No cost to trade No-Transaction-Fee Mutual Funds and no custodial redemption fees.
• Immediate execution, tracking and confirmation of trades across multiple trading platforms.

Automatic Rebalancing Simplifies Model Strategies 

• Eliminates need for manual recalculations and can save Advisors substantial amounts of time and effort.
• Auto-rebalancing improves investment performance by effortlessly maintaining a consistent investment strategy.
• Advisor stipulates all rebalancing criteria, including investment model allocation percentages, variance tolerances and rebalancing frequency.
• Millennium Trust does not impose an additional charge for adjusting allocation parameters in the models.
   

Advanced Technology Streamlines Account Management 

• Advisors can monitor and evaluate account positions at the individual client level and omnibus portfolio model level.
• Advisors can streamline their mutual fund trading by using our investment platform, which offers access to more than 10,000 mutual funds on a single platform, as well as ETFs and all listed U.S. equities.
• Client account data can be integrated with most client account portfolio management systems and account data aggregators including dbCAMS, Portfolio Center, Advent and Albridge.

Institutional Only Support 

• Our focus is providing exceptional support for Investment Advisors to focus on what they do best – providing guidance to clients and managing investment portfolios.
• Millennium Trust does not manage assets and does not compete for client assets.
• We do not offer investment, legal or tax advice.