Millennium Trust helps you navigate the world of non-traditional investments.
As advisors increasingly turn to non-traditional investments in search of portfolio diversification and hedges against volatility, they need an ally to guide them through the complex world of alternative investments. Millennium Trust specializes in providing custody for alternatives and tailored solutions for institutions and advisors.
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What Alternative Assets Means
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.
The Diversification Benefits of Alternative Assets
Alternative assets can help investors optimize their risk/return profile and be an important part of a long-term investment strategy for certain investors.
Why Expertise Matters
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.
Our Role as a Custodian
As a directed custodian that specializes in the custody of alternatives, Millennium Trust:
Establishes client accounts
Facilitates investment transactions as directed
Tracks and reports account activity
Ensures accurate and timely record keeping
Processes annual tax documents
As the directed custodian for a qualified account, we will act in accordance with the investment directions provided by the account owner.
Holding Alternative Assets in Retirement Accounts
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.
What Sets Millennium Trust Apart
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.