Millennium Trust Company Investment Platform

ITS operates on an institutional platform with Millennium Trust Company. As an open-architecture trust company, MTC provides an extensive array of financial solutions for the trading of our investment programs.
Our Strategic and Dynamic programs are available on the MTC platform.

ITS utilizes only true no-load or load-waived funds for our portfolios on the MTC platform. Additionally, we screen out all transaction-fee funds leaving only NTF funds for our portfolio selections. As a result, the only costs to the client are the annual asset-based expenses (i.e. expense ratios) charged by the funds and our annual asset-based management fee.

The MTC platform provides ITS with significant depth---there are thousands of funds available after our initial screen has been applied. MTC is able to provide a creative solution for our trading and custodial needs, resulting in the ability to accept accounts that are below our normal program minimums.