Self Directed IRA Benefits & Services

Our Role as Custodian

The custody of alternative assets is complex because many are one-of-a-kind in nature. It is important to work with a company that specializes in and has the experience to custody a wide range of alternative assets as well as many different account types. As custodian, you can rely on Millennium Trust for the following:

  • Establish and maintain individual client accounts
  • Facilitate investment transactions as directed
  • Track and report all investment activity in the account
  • Ensure accurate and timely recordkeeping on the account
  • Process annual tax documents, like IRS Forms 1099s and 5498s

Service, Access & Expertise

We are your ally in supporting a diversified multi-asset portfolio. We provide access to, and custody solutions for, alternative investments so you can take advantage of new and emerging opportunities with confidence.

Service

For sophisticated investors, we believe support is essential to provide a fluid experience. Millennium Trust is always available — by phone or email — to answer your questions or support your needs.

Access

As a custody provider, we provide you with access to a wide range of choices.

  • Custody for current alternative investments and retirement and taxable accounts
  • A wide spectrum of investment options for qualified investors through our Millennium Alternative Investment Network® (MAIN®)

More options mean more opportunity to invest wisely and diversify your portfolio.

Expertise

Our custody expertise gives you the peace of mind that the details are taken care of. Whether it’s hedge funds, real estate, traditional investments, or a range of other investments, Millennium Trust has the know-how to provide the right custody solutions for you.

FIND ALTERNATIVE ASSETS WITH MAIN®

The Millennium Alternative Investment Network® provides a centralized online service that makes it easy to find and custody alternative assets.