An IRA Solution for Alternatives that Can Help Investors and Investment Sponsors, Alike

May 17, 2018
By Tom Daley

Alternative investments are a core part of our business at Millennium Trust. Every day we help investors access alternatives, including real estate, private equity, hedge funds and more, through self-directed IRAs. Alternatives are a growing asset class that can help investors and their advisors optimize a well-diversified portfolio for risk and return.

Alternative investment sponsors also are becoming more aware that qualified retirement assets can be a viable channel to increase their assets under management. We recently spoke with a sponsor that we have been working with for years, and they shared with us how Millennium’s IRA solution for alternatives has helped them add millions in assets under management.

We see it as a win-win for investors and investment sponsors, alike. Investors can potentially enhance the diversification of their portfolio, while sponsors can access a new stream of capital. Millennium Trust helped this particular sponsor by meeting the operational due diligence standards of its investors, and delivered best-in-class service and support to the sponsor and its clients.

Read the full case study.

The material in this blog is presented for informational purposes only. Millennium Trust Company performs the duties of a directed custodian, and as such does not sell investments or provide investment, legal or tax advice.

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