Custody Services Benefits and Services

The Benefits

There are many reasons you may need a specialized custodian. Institutions and advisors use us to take advantage of growing investor demand for alternatives. There are even regulations that require a qualified custodian in certain instances. Whatever the reason, it is important to choose a custodian that understands the complexities of providing custody services for alternative assets. 

Leverage our client focus

Client relationships are important to both of us. Direct access to your dedicated Millennium Trust team ensures you get the assistance and tools you need, as well as the high-touch service you and your clients deserve.

Broaden the investment options you offer

We custody more than 11,000 alternative assets as well as traditional assets.

Capitalize on private funds

Whether launching a new fund and planning to raise capital, or operating an established fund with significant assets under management, you can count on us to help you meet custody requirements and investor demand for transparency.

Gain better access

We make it easy for you to diversify your clients’ holdings with online solutions for account opening, transfers and reporting. We are dedicated to streamlining these processes.

Deploy sophisticated account management tools

Through our secure web-based portals, your clients can authorize you to track their account opening and funding as well as access current holdings and activity. We also offer data integration into many portfolio management tools.

Meet Our Team

Tom Daley
Managing Director, Custody Services

Tom is responsible for executing key sales strategies, managing and developing the sales team and expanding the depth of product offerings for the Alternative Solutions Group. 

Meet our team
Jeremy Christensen
Senior Vice President, Director of Fund Custody

Jeremy is responsible for the strategic direction and growth of fund custody, working with the firm’s regional directors, prospects, service providers, and clients to drive business through education and awareness of the service.

Meet our team
Matthew Kiggins
Senior Vice President, Regional Director

Matthew develops alternative business segments dealing with private investment funds, non-publicly traded REITs, direct real estate investments, private equity, and private debt offerings. He draws on more than 20 years of sales and marketing experience in the financial services industry to deliver innovative solutions to the firm’s institutional clients.

Meet our team
Ryan Schneider
Senior Vice President, Regional Director

Ryan has over 13 years of experience in the financial service industry. For over a decade, Ryan has assisted thousands of investors, financial professionals, and investment issuers with their self-directed IRA needs. 

Meet our team
Danita Spears
Vice President, Senior Relationship Manager

Danita is responsible for ensuring the smooth transition of institutional and advisor relationships to the firm. This includes establishing transition plans, identifying milestones and ensuring her team successfully completes the onboarding process for each new relationship.

Meet our team
Adam Sypniewski
Assistant Vice President, Relationship Manager

Adam is responsible for alternative assets sales and business development in the Southeast. He brings extensive experience in establishing and growing relationships and initiating and implementing client solutions.

Meet our team