• 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

Advisor Advantages  

• Millennium Trust’s extensive expertise in the custody of alternative assets can help you respond to your clients’ growing needs.  
• We are uniquely positioned to deliver expert administrative and custody services for a wide range of alternative investments.  
• We can provide tailored solutions to meet your needs, including dedicated service teams.
• You can monitor the account opening process from start to finish using our secure Web-based portal.  
• We work noncompetitively with Advisors and Financial Institutions and do not offer advice or sell investment products.

You Can Rely on Millennium Trust to… 
 

• Establish and maintain individual client accounts.  
• Facilitate investment transactions as directed.  
• Track and report all investment activity in the account.  
• Ensure accurate and timely recordkeeping on the account, which includes account information and statements available for viewing securely online.
• Process annual tax documents, such as IRS Form 1099s and 5498s.