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Investment Professionals

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...

eBook
10 minute read

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.

Case Study
2 minute read

Real Estate Infographic

High-end investors are sold on Real Estate but do not know much about IRAs.

Infographic

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...

Article
2 minute read

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...

White Paper
4 minute read

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.

Case Study
2 minute read

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.

Infographic

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...

Infographic

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