From Traditional to Alternatives
Looking to consolidate both traditional and alternative investment holdings held by one custodian? Millennium Trust is here to help. While we specialize in the custody of alternative assets, you can also hold traditional investments in your account. You can choose from a wide array of investments including:
Investing in Traditional Investments
Millennium Trust offers clients two ways to self-direct trades in traditional investments – online or by phone. Stocks, ETFs and mutual funds can be traded though Millennium Trust Online. Millennium Trust Online includes a self-directed investment platform that enables clients to buy and sell various publicly traded securities and monitor all portfolio holdings. Clients can also place orders via phone for stocks, ETFs and mutual funds as well as Bonds and CDs.
Millennium Trust works with several executing brokers including:
- CAPIS for publicly traded securities (stocks, ETFs)
- ITS for bonds
- Matrix for mutual funds
Accounts that can hold traditional investments include:
Millennium Trust provides a cash investment program for investment of idle cash up to $1,000,000 using FDIC-insured, interest-bearing bank demand accounts at four unaffiliated banks. For more information on the program and to view a list of banks participating in the Cash Investment Program, click here.