Knowledge Center | Schwab - Millennium Trust Company
Knowledge Center

Expert knowledge
You can count on

Investment Professionals

How to Make an Alternative Asset Purchase (Pre-Custody Process)

The IRS allows self-directed Individual Retirement Accounts (IRAs) to hold a broad range of investment types. Many non-traditional assets, or alternative assets, can be held within an IRA but require specific investment documentation that’s not required for traditional investments, like stocks and bonds.


Qualified Opportunity Zone Funds: What You Need to Know

Opportunity Zone Funds provide significant tax incentives, as well as the potential to benefit communities across the U.S. and its territories. Millennium Trust’s unique expertise in the custody of alternative assets can help fund managers meet regulatory requirements and gain credibility with investors.


The Importance of Retirement Readiness

In the US, millions of households are not on track to maintain their lifestyle in retirement. Learn about the important spending and saving factors to consider when planning for the future.


Top 5 Reasons to Consider Alternative Investments

Alternative investments can act as powerful diversifiers in a portfolio and in a self-directed IRA. Learn about the top 5 reasons to consider them.


Investing in Real Estate Using Your Self Directed IRA

Real estate has become an increasingly popular investment in building a diversified portfolio. Watch this brief video to learn more about holding real estate in a self-directed IRA.


Guide to Investing in Real Estate in a Retirement Account

Investing in real estate in a retirement account can be beneficial, but it can also be complex. Learn about the process, as well as some of the complexities, before you invest.

FAQ & How-To
10 minute read

Mutual Fund Guide

This document contains a list of mutual funds and fund families that can be held in an account with Millennium Trust.

FAQ & How-To

Discover MAIN®

Looking for an easier way to custody your Alternative Assets? The Millennium Alternative Investment Network ® (MAIN ® ) is the place to start.


Pre-Custody Required Documentation

To custody an Alternative Investment, we must first perform a Pre-Custody Review, which determines whether an investment is administratively feasible for an account. This fact sheet outlines the documents required to perform the review. Millennium does not evaluate or perform due diligence on any investment or...

FAQ & How-To
3 minute read

Our Role as Custodian

We often get asked, "What exactly do you do as a custodian?". This video explains what we do as your custodian, why our role is necessary and the services we provide.


4 Unintended Consequences of Congressional Proposals to Change IRA Investment Rules

The House of Representatives is discussing proposed legislation that would restrict what Americans can own within their individual retirement accounts. Find out what the the unintended consequences may be.


Custody Role Critical to Success of Nascent Opportunity Zone Fund Market

Under new legislation, the Opportunity Zone Program presents exciting opportunities for real estate developers, fund managers and investors, with the potential to benefit communities across the U.S. and its territories. Learn how working with a qualified custodian can help attract investors and achieve fundraising...

White Paper
3 minute read