Contact information:
John Ryan
VP, Senior Communications Manager
630.472.5986
jryan@mtrustcompany.com
jryan@mtrustcompany.com
August 13, 2018
Millennium Trust Company Continues Growth Trajectory, Announces Acquisition
Millennium Trust Company, LLC® reported a strong quarter of performance in the second quarter of 2018. The firm also was recognized in the Crain’s Chicago Business Fast 50 and acquired the Safe Harbor IRA portfolio from The Bancorp Bank.
July 26, 2018
Millennium Trust Company Refreshes Alternative Investment Platform in Response to Investor Demand
Millennium Trust announces a refreshed Millennium Alternative Investment Network® that makes it easy for investors and advisors to discover, research and invest in a variety of alternative assets.
July 10, 2018
The Bancorp Bank Announces Transfer of Safe Harbor IRA Portfolio to Millennium Trust Company
The Bancorp, Inc. (NASDAQ: TBBK) announces that it has entered into an agreement to transfer all of its rights and obligations as custodian and trustee of its Safe Harbor IRA portfolio to Millennium Trust Company, a leading provider of retirement and custody services.
June 11, 2018
Millennium Trust Company’s Terry Dunne to Tackle Growing Issue of Missing Retirement Participants
Terry Dunne will speak at the PLANSPONSOR National Conference and SPARK National Conference about issues facing plan sponsors and the retirement industry, including the increasing number of missing participants, and how plans can reunite them with their money.
May 18, 2018
Millennium Trust Company Named to Crain’s Fast 50
Millennium Trust is honored to be a finalist for Crain’s Fast 50, which recognizes the fastest-growing companies in the Chicago area.
May 17, 2018
Millennium Trust Company Announces Quarterly Growth, Fills Key Leadership Role
Millennium Trust announces strong performance in the first quarter of 2018, and introduces Maribel Gerstner as Senior Vice President, Director of Operations.
April 18, 2018
Millennium Trust Recognized as Professional Services Company of the Year at LendIt Fintech USA 2018
Millennium Trust is proud to be named “Professional Services Company of the Year” at LendIt Fintech USA 2018, which is awarded to the service provider that has demonstrated deep expertise, unique value, strong ROI, commitment to clients, and fostering of a deep understanding of fintech.
March 13, 2018
Millennium Trust Company Recognized as 2018 Champion for Young Business Professionals
Millennium Trust is proud to be recognized by the Oak Brook Chamber of Commerce as the 2018 Champion for Young Business Professionals Award.
February 20, 2018
Millennium Trust Company Announces alliance with Gold Bullion International
Millennium Trust Company, LLC® has announced the alliance with Gold Bullion International (GBI), a leading institutional precious metals provider to individual investors and the wealth management industry.
February 14, 2018
Millennium Trust Company Celebrates its Growth, Alliances, and Acquisition
Millennium Trust Company, LLC® has ended 2017 on a high note. With a focus on leveraging strong partnerships and its acquisition, we continued to expand its custody services offerings to address the ever-changing needs of the retirement industry.
December 5, 2017
Millennium Trust Company Announces Acquisition of InspiraFS, Inc.
Millennium Trust Company® has announced the acquisition of InspiraFS, Inc. ("Inspira") from Ad-Base Group, Inc. ("ABG Capital").
November 6, 2017
Millennium Trust and Paychex Team Up On New SIMPLE IRA Offering, Designed Exclusively for Small Businesses
Millennium Trust Company® and Paychex, Inc., one of the nation's leading providers in retirement recordkeeping services for businesses, have teamed up to offer a SIMPLE IRA (Savings Incentive Match Plan for Employees Individual Retirement Account) to employers with 100 or fewer employees, with innovative features including auto enrollment and investment fiduciary services.
October 5, 2017
Meg Zwick of Millennium Trust Company Joins LendIt Europe 2017 Lineup
Millennium Trust Company® is pleased to announce that the Director of Client Services, Meg Zwick, will be a panelist at LendIt Europe’s “The State of the US Lending Market” session. LendIt Europe is the region’s leading event for innovation in financial services and will be held at the InterContinental London - The O2 on October 9 and 10, 2017.
August 2, 2017
Millennium Trust Company Continues Growth in all Facets in Second Quarter
Growth continues to be the theme in the second quarter of 2017 for Millennium Trust Company®. Assets under custody grew to $23.3 Billion in nearly 600,000 custodial accounts, increases that are attributable to the firm’s commitment to empowering its clients with unmatched service, comprehensive access, and trusted expertise.
June 13, 2017
Trust Company of America Teams up with Millennium Trust Company to Expand Alternative Assets Offering
Millennium Trust Company is proud to announce a strategic relationship with Trust Company of America, in which we will provide alternative asset custody in taxable portfolios for TCA’s advisors.