Choice, Expertise And Service
Millennium Trust offers proven administrative and custodial services to individual investors, financial institutions, investment advisors, plan sponsors and employers. We custody alternative and traditional assets in IRAs, Solo 401(k)s and custody accounts, offer private fund custody services, create customized Automatic Rollover programs, provide integrated Health Savings Account solutions and design unique trading platforms for Investment Advisors. In every case, Millennium Trust offers a wide array of investment choices and the highest levels of expertise and service.
More Investment Choices: Alternatives to the Traditional
Millennium Trust is able to custody a broad range of alternative assets:
We also custody traditional assets such as stocks, bonds, mutual funds, EFTs, and CDs. We provide expanded FDIC insurance to $1 million on cash balances through our cash investment program.
Expertise and Experience You Can Count On
- Experience in managing and servicing a variety of retirement, custody and health savings accounts.
- Extensive expertise in the administration, custody and safekeeping of alternative assets.
- Knowledgeable on regulatory and tax reporting requirements for IRAs, Employer Sponsored Retirement Accounts and HSAs.
- Well informed and abreast of IRS codes regarding alternative assets and how to process funds, expenses, reinvestments and distributions in accordance with these rules.
The Highest Level of Client Service
- Tailored service solutions for individual clients and institutions through dedicated customer service teams available by phone, email, fax or in person.
- Best-in-class, state-of-the-art technology to document and record all account activity from inception to ongoing service and maintenance.
- Secure Web-based portal for easy account access.
- Educational resources for clients and advisors through seminars and Webinars.