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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.
The Importance of Retirement Readiness
In the US, millions of households are not on track to maintain their lifestyle in retirement. Learn about the important spending and saving factors to consider when planning for the future.
Mutual Fund Guide
This document contains a list of mutual funds and fund families that can be held in an account with Millennium Trust.
Our Role as Custodian
We often get asked, "What exactly do you do as a custodian?". This video explains what we do as your custodian, why our role is necessary and the services we provide.
4 Unintended Consequences of Congressional Proposals to Change IRA Investment Rules
The House of Representatives is discussing proposed legislation that would restrict what Americans can own within their individual retirement accounts. Find out what the the unintended consequences may be.
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...
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.
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.
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...
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.
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...