ALTERNATIVE INVESTMENTS
AUTOMATIC ROLLOVERS
If you are an institution looking for a turnkey Automatic Rollover solution, click here.
If you are an individual whose former employer recently rolled over your retirement plan balance into a Millennium Rollover IRA, click here.
opportunity made simple
Imagine your work made smarter, more efficient, more profitable.
Millennium Trust institutional clients rely on our precise, proven administrative and custodial services. Our expertise, leading-edge technology and customized solutions have enabled us to become an industry leader in:
Agility, innovation and resourcefulness set Millennium Trust apart. In a fast-changing financial and regulatory landscape, we uncover smart solutions that others may overlook. Our goal is to simplify your efforts, reduce overhead and optimize your potential. Whether you want to expand into new service areas or enhance your existing product line, Millennium Trust can help turn opportunities into results.
Millennium Trust Company offers everything you need in administrative and custodial services: noncompetitive support, flexibility, greater investment choices, security, responsiveness and creative solutions to help your business succeed.