Most investors consider flexibility an important requirement when deciding how and where to invest their retirement assets. Due at least in part to stock market volatility, more investors are including alternative investments in their retirement strategy. Millennium Trust’s extensive expertise in the custody of these non-traditional assets allows you the widest choice in the type of investments for your self-directed IRA or Solo 401(k).
DIVERSIFY BEYOND TRADITIONAL ASSETS
We custody both traditional and alternative assets within retirement plans that are frequently not accepted by most other custodians. In addition to traditional assets such as stocks, bonds and mutual funds, we also custody:
- Real Estate/Real Assets
- Hedge Funds
- Marketplace Loans
- Private Equity/Debt
- Gold and other precious metals
There are specific documents associated with investing in any of the alternative investments available at Millennium Trust. Any investment direction or other forms necessary for your IRA or Solo 401(k) account are easily accessible on our website, www.mtrustcompany.com. In addition, our knowledgeable, experienced associates can assist you with the various steps and paperwork required for each type of alternative investment.
YOUR ALLY FOR ALTERNATIVES
With a Millennium Trust IRA or Solo 401(k), all of an account’s assets—traditional or alternative—can be handled in one place, by one custodian. Once established, an investor will receive a consolidated statement for all asset types and will experience exceptional client service. Having the account’s alternative assets with a single custodian saves valuable time and avoids frustration.