Custodians

Trust companies offer tremendous advantages for Registered Investment Advisors and self-directed investors. Trust companies will provide custody and administrative services for a wide variety of alternative investments. Our partners provide the expertise needed to add alternative assets to your portfolio and are a great compliment to your existing advisory and brokerage relationships.

Millennium Trust Company is a leading financial services company offering niche “alternative” custody solutions. 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 services.

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*Exceptional service *Low fees

Alternative holdings in private placements, hedge funds, non-traded REITs and precious metals have been our forte for over 25 years. We believe customer service is not just a department… It’s a state of mind!

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PENSCO Trust Company is the trusted custodian of over $10 Billion in retirement assets, and works with over 50,000 clients across the U.S. to help them invest in private securities and funds and other types of alternative assets - all while meeting the IRS requirements to maintain tax-deferred growth or, if held in a Roth account, tax-free growth. Since 1989, PENSCO has been serving savvy investors who realize that private securities and funds and other types of alternative assets can deliver significant rewards, and when these investments are held in a tax-advantaged account the returns can be even better.

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The Kingdom Trust Company is the premier provider of alternative asset custody in the country. We provide our clients with the most flexible and innovative custody solutions available. Our focus is on personalized service and complete client satisfaction. Our services range from the simple self-directed IRA custody of alternative assets for the individual investor to a wide-array of institutional clients. In the institutional space, we offer sophisticated custody of private equity funds, hedge funds, fund of funds, and family offices, along with other investment sponsors, advisory firms and broker-dealers. The Kingdom Trust alternative asset custody platform reflects our core belief in the value of alternative asset investing.

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With offices in Austin and Waco, Texas, STRATA Trust Company (“STRATA”) has quickly catapulted to become a premier national custodian for alternative assets and non-exchange traded investments in self-directed IRAs. Founded in 2008, STRATA has been helping investors use their retirement account funds to invest in private equity and debt, real estate, hedge funds and much more. Innovative solutions can be tailored to meet the needs of investment advisers and platforms of every size. Today, STRATA serves over 33,000 individuals nationwide with over $1.8 billion in assets under custody.

Next Generation Trust Services (NGTS), headquartered in Roseland, New Jersey, is a professional third-party administrator of self-directed retirement plans. NGTS provides comprehensive administrative support, account maintenance, and education and guidance to individuals interested in self-directing their retirement portfolios with a wide variety of investments not typically found in an IRA. These alternative assets include real estate, precious metals, notes and mortgages, private placements, accounts receivables, limited partnerships, hedge funds, and much more. The firm, founded by CEO Jaime Raskulinecz in 2004, has grown to just under half a billion dollars in assets held and has expanded its online capabilities in order to better serve its clients nationwide via its website.

www.NextGenerationTrust.com

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