Above and Beyond Custody

We custody multiple types of retirement accounts and an extensive range of assets, giving you the ability to take control and save for your retirement.
My retirement plan was rolled over into an IRA. Now What?
I'm interested in opening an IRA to hold Alternative Assets.
Millennium Trust Blog

Welcome to the new Millennium Trust Blog

Gain insights and education about current topics and trends relevant to you from Millennium’s industry experts. We are excited to share our expertise and perspective with you, and hope you will visit frequently and find it a useful resource.

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Feel Confident with your Investment Decisions

Millennium Trust empowers you with trusted expertise, exceptional service and access to a wide range of custody solutions. Whether it’s hedge funds, real estate, traditional investments or alternatives, Millennium Trust has the know-how to provide the right custody solutions for you.

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Custody Services

Whether you are looking to reconnect with your retirement savings or build a diversified portfolio, we are uniquely qualified to service your needs.

Trusted Expertise

We bring smart solutions, collaboration and years of experience to every interaction.


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Exceptional Service

We have dedicated service teams ready to assist you by phone, email or in person.



Comprehensive Access

Our secure, web-based portal makes managing your IRA both convenient and easy!



Ready to get Started?

We make taking control of your retirement savings simple. Our custody solutions put you in charge of your investment decisions and you’ll receive unmatched service and support.

Rollover IRASelf-Directed IRA