Your Ally in Retirement and Custody Solutions
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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.
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Essential Savings Needs of the Modern Workforce
As businesses of all sizes grapple with hiring and retention challenges, we look at the factors behind the current transitory job market to address the changing needs of today’s modern workforce.
Firm Completes Acquisition of PayFlex
Firm completed the previously announced acquisition of PayFlex Holdings, Inc., a provider of Health Savings Accounts (HSAs) and other consumer-directed benefits solutions, from CVS Health.
Can Good Tech Help You Save for Retirement?
Millennium Trust’s Meg Zwick, Maribel Gerstner, and Sirisha Gorjala sat down with Built In Chicago to share what it’s like working here, how our company culture is evolving, and exciting projects on the horizon.
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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