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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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Holding Alternative Assets at Millennium

Millennium Trust can custody a wide range of alternative assets in taxable portfolios and is fully integrated with E*TRADE Advisor Services’ Liberty platform. That means your alternative assets are seamlessly mapped to your existing E*TRADE Advisor Services accounts. On Liberty, you and your clients are able to see descriptions of the position, the number of shares held, the total market value of the position and the last validate date.

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Investing in Real Estate with a Self-Directed IRA

One of the “best kept secrets” in the real estate industry is that you can invest with a self-directed IRA. Be sure to understand your options and the do’s and don’ts of investing in an IRA first.

Firm Hires Sirisha Gorjala as Chief Product Officer

Millennium Trust invests in product leadership to deliver best-in-class digital experiences and support a growing consumer base.

Emergency Savings: Planning for Unplannable

Head of Retirement Services, Pete Welsh joins the podcast to discuss the importance of having a dedicated plan in place for dealing with unexpected expenses, and how to do so through the workplace.

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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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