Millennium Trust understands
that the investment world is getting more complex by the day. For
this reason, we strive to provide the resources needed to simplify and streamline the plethora of financial choices. We enjoy the opportunity to take a complex set of circumstances and find an alternative which fits the unique needs of our clients.
Our approach is distinguished by offering precise, proven administrative and custodial services to a wide variety of individuals, investment professionals and institutions. Our expertise and customized solutions have enabled us to become an industry leader in administering alternative investments for Self
Directed IRAs and Solo 401(k)s, creating customized Automatic Rollover solutions, breaking new ground with integrated solutions in Health Savings Accounts,
and creating unique trading platforms in Investment Advisor Services.
From our start in 2000, Millennium Trust has fostered a culture of resourcefulness which has allowed us to find business opportunities others might overlook completely. Working with industry leaders, such as our service partners, we have the capabilities to turn opportunities into results.
Today we have over 92,000 accounts with total assets under custody exceeding $2.9 billion as of
June 30, 2010.
Millennium Trust performs the duties of a custodian and, as such, does not provide investment advice or sell investments, nor offer any tax or legal advice.
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