Above and Beyond Custody

Consider the Alternative.

Investors are always looking for ways to improve their portfolio diversification to meet long-term investment goals. For some, that calls for assets that can complement traditional equities and fixed income—alternative assets. Alternatives can play a key role in a well-diversified portfolio—especially in tax-advantaged vehicles like IRAs.

 

 

 

          

                


A valuable diversification tool

Alternatives aren’t just for large, institutional investors anymore. They can be powerful diversifiers in your overall portfolio and, in particular, your self-directed IRA, which can add the benefit of tax-deferred growth over time.

 

Explore the world of alternative investing with our Millennium Alternative Investment Network® (MAIN)®

We’re here to help you discover the basics of alternative investing, research the various alternative asset classes, and invest through simplified and streamlined processes. Millennium will help guide you through the custody process once you are ready to invest.

Millennium Trust empowers clients with trusted expertise, exceptional service
and access to a wide range of custody solutions.

Trusted Expertise

We have nearly 20 years of experience and custody thousands of accounts holding alternatives. 

Exceptional Service

Millennium Trust is always available to support your custody needs and has a client service team dedicated to assist you.(BBB).

Comprehensive Access

We provide you with access to a wide range of alternative investments to diversify your portfolio.

 

  

Millennium Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provide investment, legal, or tax advice.  Millennium Trust Company does not recommend or endorse any investment, investment sponsor or investment type. Investors should perform their own due diligence on any investment opportunity, and should consult their own investment, tax and legal advisors before making any investment decision.

Millennium Trust Company®, Above and Beyond Custody® and MAIN® are registered trademarks of Millennium Trust Company, LLC in the United States. 

Copyright © 2018 Millennium Trust Company, LLC. All rights reserved.