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  • Partnering with MTC

Partnering with MTC 

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.
 

Key Benefits to Advisors:

• No costs to trade NTF mutual funds. No custodial redemption fees. No holding periods.
• True same-day cross-trading between mutual fund families.
• Automatic account rebalancing. No more detailed calculations.
• True institutional pricing on all investment transactions. No trading platform markups.
• Access to multiple institutional trading platforms for baskets of stocks and ETFs.
• Separate account-management servicing for hedge fund allocations.
• Omnibus trading to simplify trading and minimize costs.
• Immediate execution, tracking, and confirmation of trades.
• Access to virtually all mutual fund companies and all listed U.S. securities.

Key Benefits to Client Accounts:

• Immediate, automatic and accurate allocation of omnibus trades.
• Reduced trading costs for mutual funds, exchange traded funds and stocks.
• Flexible capabilities for retirement and taxable client assets.
• AIMR-compliant performance management and reporting.
• 24/7 internet access to client performance, activity and balances.
• Data consolidation and aggregation available for all reporting services.