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.

How can we help you?

Learn about my IRA that was rolled over
Take Control of my Account
Open a self-directed IRA
Review our Custody Process
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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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See What Our Clients are Saying

Retirement in America Part II: Americans Lack Savings

Second in a series of posts examining the state of retirement in America, the problems we face today and what solutions are being presented to improve retirement outcomes.

Launched Small Business Retirement Solution

Millennium launched a suite of simple and affordable retirement benefits for small businesses that addresses the retirement crisis in America by offering a selection of payroll-deducted retirement savings solutions for this underserved audience.

A 401(k) Year End ‘To Do’ List

As plan sponsors prepare for 2020, ensuring plan documents are up-to-date and key tasks are completed can help potentially reduce fiduciary liability heading into the new year.

 

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