Choice, Expertise And Service
Millennium Trust Company is a leading financial services company offering niche alternative custody solutions to institutions, advisors and individuals. We serve as a complement to traditional services offered by other custodians. Our innovative solutions include rollover solutions, alternative asset custody, private fund custody and advisor support services. In every case, Millennium Trust offers a wide array of investment choices and the highest levels of expertise and service.
More Investment Choices: Alternatives to the Traditional
Millennium Trust is able to custody a broad range of alternative assets:
We also custody traditional assets such as stocks, bonds, mutual funds, EFTs, and CDs. We provide expanded FDIC insurance to $1 million on cash balances in IRAs through our cash investment program.
Expertise and Experience You Can Count On
- Experience in managing and servicing a variety of retirement and custody accounts.
- Extensive expertise in the administration, custody and safekeeping of alternative assets.
- Knowledgeable on regulatory and tax reporting requirements for IRAs and Employer Sponsored Retirement Accounts.
- Well informed and abreast of IRS codes regarding alternative assets and how to process funds, expenses, reinvestments and distributions in accordance with these rules.
The Highest Level of Client Service
- Tailored service solutions for individual clients and institutions through dedicated customer service teams available by phone, email, fax or in person.
- Best-in-class, state-of-the-art technology to document and record all account activity from inception to ongoing service and maintenance.
- Secure Web-based portal for easy account access.
- Educational resources for clients and advisors through seminars and Webinars.