Advisor Services
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Focus on the Partnership
A custodial firm should not only provide normal services and support, but should also position itself as a partner in the successful growth of the Advisor’s firm. Millennium seeks to fulfill this role by providing a wide array of sophisticated services that allow Advisors to offer their clients cost-effective asset management services.
Key Benefits to Advisors:
- No costs to trade NTF mutual funds. No custodial redemption fees. No holding periods.
- True same-day cross-trading between mutual fund families.
- Automatic account rebalancing. No more detailed calculations.
- True institutional pricing on all investment transactions. No
trading platform markups.
- Access to multiple institutional trading platforms for baskets
of stocks and ETFs.
- Separate account-management servicing for hedge fund allocations.
- Omnibus trading to simplify trading and minimize costs.
- Immediate execution, tracking, and confirmation of trades.
- Access to virtually all mutual fund companies and all listed U.S. securities.
- Trust administration for personal, marshalling, successor and other trusts.
Acting as the custodian for the Advisory firm’s client assets, Millennium provides the client with several services.
Key Benefits to Client Accounts:
- Immediate, automatic and accurate allocation of omnibus trades.
- Reduced trading costs for mutual funds, exchange traded funds and stocks.
- Flexible capabilities for retirement and taxable client assets.
- AIMR-compliant performance management and reporting.
- 24/7 internet access to client performance, activity and balances.
- Data consolidation and aggregation available for all reporting services.
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