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Investment Professionals

How to Make an Alternative Asset Purchase (Pre-Custody Process)

The IRS allows self-directed Individual Retirement Accounts (IRAs) to hold a broad range of investment types. Many non-traditional assets, or alternative assets, can be held within an IRA but require specific investment documentation that’s not required for traditional investments, like stocks and bonds.

Video

Qualified Opportunity Zone Funds: What You Need to Know

Opportunity Zone Funds provide significant tax incentives, as well as the potential to benefit communities across the U.S. and its territories. Millennium Trust’s unique expertise in the custody of alternative assets can help fund managers meet regulatory requirements and gain credibility with investors.

Video

Top 5 Reasons to Consider Alternative Investments

Alternative investments can act as powerful diversifiers in a portfolio and in a self-directed IRA. Learn about the top 5 reasons to consider them.

Video

Investing in Real Estate Using Your Self Directed IRA

Real estate has become an increasingly popular investment in building a diversified portfolio. Watch this brief video to learn more about holding real estate in a self-directed IRA.

Video

Guide to Investing in Real Estate in a Retirement Account

Investing in real estate in a retirement account can be beneficial, but it can also be complex. Learn about the process, as well as some of the complexities, before you invest.

FAQ & How-To
10 minute read

Discover MAIN®

Looking for an easier way to custody your Alternative Assets? The Millennium Alternative Investment Network ® (MAIN ® ) is the place to start.

Video

Pre-Custody Required Documentation

To custody an Alternative Investment, we must first perform a Pre-Custody Review, which determines whether an investment is administratively feasible for an account. This fact sheet outlines the documents required to perform the review. Millennium does not evaluate or perform due diligence on any investment or...

FAQ & How-To
3 minute read

Custody Role Critical to Success of Nascent Opportunity Zone Fund Market

Under new legislation, the Opportunity Zone Program presents exciting opportunities for real estate developers, fund managers and investors, with the potential to benefit communities across the U.S. and its territories. Learn how working with a qualified custodian can help attract investors and achieve fundraising...

White Paper
3 minute read

Holding Private Equity in a Self-Directed IRA

Add diversity to your retirement nest egg with everything from start-ups to hybrid securities.

Article
3 minute read

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.

Case Study
2 minute read

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.

eBook
10 minute read

Real Estate IRAs: Just the Facts

You can use your self-directed IRA to invest in real estate.

Article
2 minute read