Alternative Investments in Retirement Planning
Alternatives aren’t just for large, institutional investors anymore. They can be powerful diversifiers in your overall portfolio and, in particular, your self-directed IRA, which can add the benefit of tax-deferred growth over time.
Alternative investments stand apart from the traditional categories of stocks, bonds and mutual funds. This asset class includes real estate, private equity, multi-strategy funds, managed futures, marketplace lending and commodities such as precious metals — the kinds of investments endowments and pension plans are using because of their long-term risk/reward profiles. As a leading custodian of alternative investments, we are part of a current trend in the financial world to increase access to these assets by individual investors just like you.*
Want to learn more?
Explore the World of Alternative Investing
Educating yourself about alternative assets can start right here. If you work with a financial advisor, talk with him or her to determine which alternatives may be worth considering for your self-directed IRA and investment portfolio.
We are committed to providing continued education about alternative assets. We provide periodic insights and updates, as well as discounted Millennium Trust pricing through our growing network. Tell us more about yourself and we’ll send you timely information on the types of alternative assets that spark your interest.
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.
Alternatives can play a key role as powerful diversifiers in your overall portfolio, and holding alternatives in your IRA can add the benefit of tax-free growth over time.
Though the bull market has been leaving investors grinning, the constant threat of recession is consistently looming in their minds. Financial advisors continue to preach that the best protection from a volatile market is a well-diversified portfolio.
Alternative investments can offer more options for diversification. But lack of knowledge may be holding some investors back from using them to their full advantage.
Stock market volatility is a fact of life in the investment world. Even though it can be disconcerting, it can also be an opportunity to work with your advisor to reevaluate your investment strategy.
Types of Assets
While many financial institutions custody stocks, bonds, and mutual funds, we are one of the few independent trust companies that custody both alternative and traditional assets.
Assets you can invest in:
- Private Equity/Debt
- Real Estate
- Marketplace Lending
- Precious Metals
- Managed Futures
*Millennium Trust Company performs the duties of a directed custodian for IRAs and other custodial accounts. Millennium Trust does not undertake any due diligence for you, including on the Platforms listed on MAIN, their prospective investments or any other investments you select to hold in your Millennium Trust account. The information on each Platform was provided by that Platform. Millennium Trust is not affiliated with any Platform, investment sponsor or investment available through MAIN. The inclusion of any Platform, investment sponsor or investment option on MAIN in no way represents an endorsement or recommendation of the Platform, investment sponsor or any of their investment options, and Millennium Trust does not recommend or endorse any such Platform, investment sponsor or investment. The Platforms, investment sponsors and investment options available through MAIN are not a complete list of investment providers or investments that you may choose to hold in a Millennium Trust account, and are provided for informational purposes only. As a directed custodian, Millennium Trust does not offer or sell investments or provide investment, tax or legal advice. Investors should perform their own due diligence on any investment opportunity, and should consult their own investment, tax and legal advisors before making any investment decision.