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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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Emergency Savings and the Pandemic

While the COVID-19 Pandemic has underlined the importance of emergency savings, government reaction led to a surge in savings, delaying it as an important workplace benefit.

Company Ranks No. 2522 on the 2021 Inc. 5000 List

The company makes the top 5000 list with annualized revenue growth of 35 percent or more since 2017.

 

Take Action & Make your Voice Heard

The House of Representatives is discussing proposed legislation that would restrict what Americans can own within their IRAs. Find out what the the unintended consequences may be.

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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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