Alternative Asset Custody Solutions
Millennium Trust Company employs an innovative and flexible approach to providing administrative and custody services. Not only do we understand the unique aspects of serving as custodian for alternative assets, we also know the distinctive aspects of working with financial institutions. Millennium Trust custodies alternative and traditional assets in IRAs, Solo 401(k)s, taxable accounts and health savings accounts.
Expert Custodial Services
Millennium Trust Company is a leader in administrative and custodial services for alternative assets in retirement and taxable accounts. Our experience, hands-on service, neutrality and focus on education provide firms and sponsors with greater efficiency and capabilities, and also help investors to expand their portfolios with an extensive range of alternative assets.
Experience You Can Count On
Millennium Trust Company understands the importance of employing a professionally experienced and qualified firm to handle the custodial support of your alternative assets. We are committed to working closely with Advisors, Hedge Fund Managers, Investment Sponsors, Prime Brokers, Futures Clearing Merchants and Real Estate Professionals to provide a comprehensive solution.
Opportunity For Funding Capital (Investment/Fund Sponsors)
There is more than $4.5 trillion invested in IRAs in the U.S. Annual rollovers into IRA accounts are expected to exceed $450 billion. As investment sponsor or issuer of an alternative asset, it is important to know that retirement accounts represent a major source of capital for your endeavor. Retirement accounts can be can be invested in various types of alternative assets, such as hedge funds, futures, real estate, precious metals, private equity, mortgage/trust deeds and more.
Futures In Self-Directed IRAs (FCMs)
Millennium Trust has been working with the futures industry since 2000, providing proven expertise in retirement plan administration. In addition to IRA regulations, our futures account team is knowledgeable about FTC requirements and all the appropriate documentation requirements of FCMs and other industry participants, including Introducing Brokers, Commodity Trading Advisors, and Commodity Pool Operators. Since Millennium Trust has been working with these types of accounts for several years, we can work with Advisors to reduce the amount of time required to open a futures account in an IRA.