Your Ally For Alternative Assets

Investors are increasingly seeking out investment options beyond the traditional asset classes.

Alternative assets can include real estate, hedge funds, commodities, futures, marketplace loans, private equity or debt, crowdfunding, and gold or other precious metals.

Alternative assets can help investors optimize their risk/return profile and be an important part of a long-term investment strategy for certain investors.

Alternative assets are often complex; some are one of a kind.

While most traditional investments are traded and priced electronically, much of the alternative asset world still requires manual processing.

This also means that the pricing for custody of alternative assets cannot be compared in an apples-to-apples fashion with electronic trades or custody for traditional equities or mutual funds.

Our wealth of experience in a wide range of alternative assets and many different account types means we can handle even the most complex custody requirements.

As a directed custodian that specializes in the custody of alternatives, Millennium Trust:

As the directed custodian for a qualified account, we will act in accordance with the investment directions provided by the account owner.

Including alternatives in qualified accounts, such as an IRA, allows investors to take advantage of tax-deferral opportunities.

Opening a self-directed IRA or solo 401(k) with Millennium Trust means investors have the option to invest for retirement in a broad range of both traditional and alternative investments.

We custody over 14,000 unique alternative assets, and we serve as a custodian for traditional assets, too.

Custody is our core business; it’s what we do.

We have the technology and people to provide exceptional service, comprehensive access, and trusted expertise.

We are an independent, objective custodian. Since we do not create or promote products, our outlook is unbiased.