Investors on the independent investment platform, ClearVest, will now be able to select Millennium Trust as their custodian of choice during the ClearVest account setup process.
ClearVest offers a selection of unique funds, alternative investment strategies, research and analysis tools for portfolio modeling, management and monitoring of investments.
“We wanted to choose a custodian that is sophisticated enough to track with our investment offerings, infrastructure and technology, yet committed to serving the needs of financial intermediaries and their investors,” said Michael Griffin, CEO of ClearVest.
Millennium CEO, Scott McCartan, said: “They’ve brought to market one of the more robust independent managed account platforms available to RIAs today. As an innovator in the financial services industry, Millennium’s goal of continually developing new alternative asset custody solutions for institutions and individual investors is well suited to the ClearVest platform approach.”
NO FEE, NO RISK 100% ON RETURNSIf you invest in only one asset servicing news source this
year, make sure it is your free subscription to Asset Servicing Times
Image: Shutterstock 