• 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 Choose Millennium Trust?  

More Investment Choices: Alternative and Traditional

Millennium Trust is experienced in the administration of alternative assets, which can require extensive paperwork, be subject to unique regulatory requirements and include detailed purchasing, selling, recordkeeping and reporting processes.

 
Millennium Trust is also able to custody a broad range of traditional assets, such as mutual funds, ETFs, stocks and bonds. We provide expanded FDIC insurance up to $1 million on cash balances through four unaffiliated banks.
 

Hands-On Custodial Solutions

It is important to work with a company that has the experience and expertise in safekeeping and servicing alternative assets. As custodian, we provide the recordkeeping for account(s) and control securities in safekeeping.

Experience and Expertise

We are knowledgeable about Internal Revenue Codes regarding alternative assets, as well as how to process funds, expenses, reinvestments and distributions in accordance with these rules.

The Highest Level of Client Service

Millennium Trust is highly experienced in dealing with both service providers and investors, and we’re committed to providing them with the highest quality service. We help to educate clients and advisors about alternative investments through seminars and online information. Clients can view account status and portfolio holdings via our secure Website.

Continual Evolution

Millennium Trust continually evolves so our clients can do the same. We adjust our programs to meet changing needs over time. We build relationships by working closely with clients, understanding their needs and delivering far beyond the expected.