Maximize your Investment Options
While many financial institutions can custody stocks, bonds and mutual funds, Millennium Trust is able to go far beyond the standard menu. We are one of the few independent trust companies that custody alternative assets in addition to traditional investments. In fact, alternative investments are our specialty, and we offer strong expertise and knowledge in this growing asset class. Working with Millennium Trust gives participants the widest range of asset options.
Alternative Investments
Evidence is emerging that investors are increasingly turning to alternative investments. These investors may choose alternative investments because they seek the potential for higher returns, as well as a degree of diversification not typically available with more traditional investments. This diversity gives investors a wide selection of investment strategies. Alternative investments often involve higher risks, less liquidity and generally are used by more sophisticated investors who understand the risks.
Expert Custodian
Millennium Trust does not offer investment advice. We are experts at custodying, or holding, alternative assets which often involves a great deal of manual documentation. We handle the highly detailed administration and reporting that are required with these types of investment vehicles on an everyday basis. We understand how to execute transactions, which forms are required and how to handle all account contributions and distributions. With Millennium Trust, administration of these assets happens accurately and efficiently.
Accounts that can hold alternative investments include:
We also custody traditional assets, such as mutual funds, ETFs, stocks and bonds. We offer expanded FDIC insurance to $1 million on cash balances through unaffiliated banks.