• 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

Dedicated account management 

Clients of Millennium’s Private Fund Custody Service are assigned a dedicated relationship manager and account manager who are the primary points of contact and advocates for clients. The account manager acts as the liaison to each operating department within Millennium Trust to ensure that all aspects of account service are handled in an efficient manner.
 

Each account manager is supported by an account service team who handles the day-to-day custodial and account maintenance responsibilities for each and every relationship. The custody account service team provides timely responses to inquiries and directions.