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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...
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.
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...
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...
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...
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...
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.
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...
Getting to Know Your Custodian
A qualified custodian provides your clients with the transparency that the custody rule requires. Our specialized custody solutions complement other investment services, helping you serve a broader range of investor needs and making it easier for you to do what you do best.
Hedge Funds in Self Directed IRAs
AN OPPORTUNITY FOR FUND SPONSORS AND INVESTORS Self-directed IRAs provide the type of benefits that many investors are looking for, such as tax advantaged savings and flexibility. They also represent a vast source of capital that can be invested in various types of alternative, non-traditional assets such as hedge...
Solo 401(k) - Key Features and Benefits
For sole proprietors, the Solo 401(k) offers the same plan options, contribution limits and flexibility that are available in company 401(k) plans. As a result, single owner businesses are able to put away more money for retirement in a shorter amount of time using a combination of salary deferral and profit sharing...