Millennium Trust Company

Above and Beyond Custody

When it comes to custody, you don’t just need it done, you need it done right by people who stand behind the details and care about meeting your needs.

How can we help you?

Learn about my IRA that was rolled over
Open a self-directed IRA
Explore Retirement Services Solutions
Review Investor Custody Process
MAIN® Discover. Research. Invest.

Welcome Sunwest Trust Clients

As you are aware, Sunwest Trust has chosen Millennium Trust Company to serve as the new custodian and administrator of your IRA. To learn more about managing and accessing your account through this process including important dates, necessary forms, and frequently asked questions, visit the Sunwest Trust landing page.

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Your Ally in Specialized Custody Solutions

Millennium Trust empowers clients with trusted expertise, exceptional service and access to a wide range of custody solutions. Whether you are managing alternative assets, investment accounts or retirement funds, we are uniquely qualified to service your needs.

Learn more about MTC

CARES Act 2020: Relief Enhances Access to Retirement Plan Assets

The CARES Act doubled the amount that plan participants can borrow from qualified retirement plan accounts – from $50,000 to $100,000. But, do you know the pros and cons?

Firm Bolsters Financial Wellness Solutions in First Quarter

The firm focused on providing access to its broad selection of retirement solutions, as well as its robust service team and online resources in the first quarter of 2020, in order to help clients during the coronavirus pandemic.

Protecting Retirement Savings with Emergency Funds

Prior to the coronavirus crisis, relatively few Americans had enough liquid assets set aside to cover three months of expenses. See how emergency savings can protect retirement savings.

Ready to get Started?

Whether you are a professional or individual investor looking for choice above and beyond traditional investments or a retirement provider or business looking to reconnect former employees with their savings, contact us today.

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