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Your Ally in Retirement and Custody Solutions

Empowering individuals to be successful on their retirement journey while helping employers, advisors and institutions solve business problems.

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Your Ally in Specialized Custody Solutions

Millennium Trust empowers clients with trusted expertise, exceptional service and access to a wide range of custody solutions. Whether you are managing alternative assets, investment accounts or retirement funds, we are uniquely qualified to service your needs.

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5 Things Retirement Savers Should Do at the Start of Each Year

Whether you work with an advisor or plan and save for retirement on your own, consider taking these actions to help strengthen your financial security throughout the year.

Gallagher Names Millennium Trust a Best-In-Class Employer

We are honored to be recognized in the latest 2021 Benefits Strategy & Benchmarking Survey.

 

Can Good Tech Help You Save for Retirement?

Millennium Trust’s Meg Zwick, Maribel Gerstner, and Sirisha Gorjala sat down with Built In Chicago to share what it’s like working here, how our company culture is evolving, and exciting projects on the horizon.

Ready to get Started?

Whether you are a professional or individual investor looking for choice above and beyond traditional investments or a retirement provider or business looking to reconnect former employees with their savings, contact us today.

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