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
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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

Coronavirus Relief: CARES Act Impacts IRAs & Retirement Plans

In addition to higher unemployment benefits, student debt relief and tax relief, the CARES Act impacts retirement account owners.

Firm Continues Growth in Fourth Quarter

The firm continued to grow its business with its strategic sixth acquisition over the past three years, and also expanded its Emergency Savings Fund and Workplace Savings Solutions products.

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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