• 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

Alternative Investments

Since Millennium Trust’s founding, we have been working with Hedge Fund Managers, Investment Sponsors, Prime Brokers, Futures Clearing Merchants and Real Estate Professionals to custody Alternative Assets. Millennium Trust has the experience and knowledge to expertly handle both traditional and alternative investments, including: 
 

As Broker/Dealers and RIAs look to outsource Alternative Assets to independent custodians, Millennium Trust can seamlessly transition your existing business and meet the unique needs of your Advisors and clients.
 
In light of current proposals for new laws and regulations, it is anticipated RIAs will be looking to tighten their current controls for holding alternative assets or turn to an independent custodian who specializes in this area. In addition to the administration of these assets, we have created state-of-the-art technology systems to send data between firms and Web-based solutions for Advisors and clients to track the account, their account status and holdings.