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Real Estate Infographic
High-end investors are sold on Real Estate but do not know much about IRAs.
5 Reasons to Talk to Your Advisor About Using a Self-Directed IRA to Invest in Alternatives
Alternatives can play a key role as powerful diversifiers in your overall portfolio, and holding alternatives in your IRA can add the benefit of tax-free growth over time. Here are five reasons to discuss the possibilities with your advisor: Alternatives are part of a large and growing asset class. Alternative assets...
These are Early Days for Cryptocurrencies and Blockchain
Views on cryptocurrency vary from intense skepticism to fervent enthusiasm. At this early stage it's difficult to define exactly what cryptocurrency is, or what it will become. In this white paper, we examine the different viewpoints on cryptocurrency, discuss blockchain technology, and address some of the challenges...
Diversify Beyond Traditional Assets
Interested in investing in alternatives in a self-directed IRA? You’re not alone. Many investors are interested, but few realize how easy it can be.
Navigate the World of Alternative Investments
As advisors increasingly turn to non-traditional investments in search of portfolio diversification and hedges against volatility, they need an ally to guide them through the complex world of alternative investments. Millennium Trust specializes in providing custody for alternatives and tailored solutions for...
Investor Custody Solutions
Investors are always seeking new ways to expand their portfolios and diversify investment holdings. Traditional diversification used to mean a combination of stocks, bonds, and mutuals funds. Today, evolving market conditions are spurring investors to expand their strategies beyond these traditional asset classes to...
Expanding Access to Marketplace Loans
In this paper, we take a closer look at the available methods for both individual and institutional investors to gain exposure to marketplace loans. We briefly discuss the possible benefits to the industry of focusing on diversification–in a broader sense. Is it possible that by diversifying loan products, as well as...
Important Information Regarding Alternative Assets
Each Alternative Asset has unique features, requirements, and risks. Individual Investors and Advisors should perform the amount of research they feel necessary to ensure that investors understand the risks as well as the potential rewards involved with any investment. Here are some of the issues to consider, actions...
Investor Awareness
EDUCATE YOURSELF AGAINST FRAUD Check Before You Invest Check Before You Invest is an investor education awareness campaign created by the Retirement Industry Trust Association (RITA), the trade association for self-directed retirement plan providers, of which Millennium Trust is a member. The purpose of this...
IRA Guidelines
Investors who open accounts with Millennium Trust should understand that self-directed IRA custodians serve as passive custodians. We do not sell investments, determine suitability or provide due diligence on investments for IRA owners. The success of your investment program depends on your investment selection. There...
Alternative Investments in Self Directed IRAs
Our self-directed IRAs give you control and flexibility to manage your own diversified portfolio of both traditional and alternative assets. 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...
Futures Investment Timeline
This timeline provides a guideline on how long it takes to open, fund, and invest if you choose to hold Futures/Forex in your account.