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Investment Professionals

Institutional Custody Solutions

Whether launching a new fund and planning to raise capital or operating an established fund with significant assets under management, we help funds and organizations meet custody requirements and investor demand for transparency.

Fact Sheet
3 minute read

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...

Fact Sheet
3 minute read

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...

White Paper
6 minute read

Marketplace Lending

Millennium's simple, creative, technology-driven custody solutions are tailored to meet a growing range of needs. As marketplace lending continues to expand and investors seek to diversify not only by loan type and credit quality but across geographic regions, we collaborate with small and large institutions to solve...

Fact Sheet
2 minute read

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...

Fact Sheet
6 minute read

Specialized Custody Solutions

Millennium Trust has a thorough understanding of the regulations and overall complexities involved in alternative asset custody. With more than a decade of experience providing custody solutions for many major financial institutions, investment sponsors and advisors, as well as individual investors, we not only...

Fact Sheet
2 minute read

Private Placement Investment Timeline

This timeline provides a guideline on how long it takes to open, fund, and invest if you choose to hold a private placement in your account.

Fact Sheet
2 minute read

Real Estate Frequently Asked Questions

Provides answers to the most frequently asked questions regarding holding Real Estate in your IRA.

Fact Sheet
6 minute read

Real Estate in Retirement Accounts

Discover Possibilities Beyond the Traditional OVERVIEW Investing in real estate for the purpose of growing retirement wealth or turning retirement savings into income is becoming more popular. Millennium Trust Company provides the highest level of administrative expertise as well as exceptional service to individuals...

Fact Sheet
2 minute read

Real Estate Investment Timeline

This timelines provides a guideline on how long it takes to open, fund, and invest if you choose to hold Real Estate in your account.

Fact Sheet
2 minute read

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.

Fact Sheet
2 minute read

Futures Trading IRA

Individual Retirement Accounts (IRAs) offer investors options to further diversify their retirement holdings by allowing investments in a wide range of asset types. Investors can use IRAs to trade futures, forex and commodities in a standard brokerage account, while benefiting from the various tax advantages available...

Fact Sheet
2 minute read