Millennium Trust offers qualified custodian services for registered investment advisors and advisors to private funds, which is designed to meet the unique needs of a variety of private funds. We take the same approach with every client whether your fund is $1M or $500M – you receive a customized solution, high level of service and a flexible pricing structure. Managers of private funds may need Millennium Trust, as a qualified custodian to:
We continue to be a leader in self-directed retirement accounts as well, where we specialize in designing custody solutions for alternative assets, which include:
In addition to working with advisors, fund managers and institutions, Millennium Trust works with fellow service providers who support the fund business, such as administrators, auditors, accountants, attorneys and compliance regulators. Holding alternatives assets is a complex process, so it is essential to work with companies like Millennium Trust that has the experience to custody a variety of assets properly.