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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. That means your alternative assets are seamlessly mapped to your existing Axos Advisor Services accounts.

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How Employers Can Address the ‘Great Resignation’

How can you turn the Great Resignation into an opportunity? Learn how to improve your workplace benefits programs by understanding worker dissatisfaction.

Firm Wins Outstanding Customer Service Award

We were recently recognized at the Greater Oak Brook Chamber of Commerce’s Annual Meeting and Awards ceremony for its ‘Exceptional Service in Business.'

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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