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Glide Capital Allies with Millennium Trust for Alternative Asset Custody Solutions
Learn how Millennium Trust’s alternative asset custody solutions deliver operational efficiencies, competitive pricing, and exceptional client service that have helped Glide Capital win clients and grow its onshore business.
Are Alternatives Right for Your Portfolio?
For some investors, alternative assets can complement traditional equities and fixed income, and can play a key role in a well-diversified portfolio—especially in tax-advantaged vehicles like IRAs.
Real Estate IRAs: Just the Facts
You can use your self-directed IRA to invest in real estate.
Alternative Investments: An Option for Diversification
Are you prepared to talk with your clients about alternatives? Financial advisors are always looking for ways to improve their clients’ overall portfolio diversification to meet long-term investment goals. For some investors, that calls for assets that can complement traditional equities and fixed income: alternative...
JVM Allies with Millennium Trust to Deliver Alternative Asset IRA Solutions
Learn how Millennium Trust provided self-directed IRA solutions that allowed investors to invest qualified investments in real estate products, and helped an institutional client target a new market and add millions in assets under management.
5 Reasons to Talk to Your Clients About Holding Alternatives in a Self-Directed IRA
Alternatives can play a key role in clients’ overall portfolios—especially in tax-advantaged vehicles like IRAs. Luckily, access to alternatives is getting easier for more investors as well. Here’s what you need to know: Alternatives are growing—with good reason. Investors are starting to see that 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...
HCG Allies with Millennium Trust for Fund Custody Solutions
Learn how Millennium Trust helped position this investment fund for growth by implementing a fund custody solution that provided oversight and transparency, addressing lender and investor concerns about transparency and the safekeeping of assets.
The Case for a Custodian
The Custody Rule under the Investment Advisers Act of 1940 requires that registered investment advisors’ client funds and securities be maintained with a qualified custodian. Choosing the right custodian is one of the most crucial decisions that a fund manager makes. With the right custodian and other service...
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
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