Our Services

Millennium Investment Services is a fee-only advisory service. We don't charge commissions of any kind, so each client always knows that we’re on the same side of the table, working towards common goals. By charging a percentage of the assets under management, it’s clear that our sole motivation is to provide advice that’s in the client’s best interest.

Millennium provides investment management and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, corporations, and other types of business entities.  Taking into account the client’s goals, risk tolerance and long-term objectives, Millennium will analyze and recommend appropriate investment strategies and allocation of assets, which we believe are best suited to achieve optimum overall results for the long-term.

We offer different investment strategies that pursue an overall growth investment objective, mainly utilizing both U.S equity securities and mutual funds. We invest client assets in other securities too, such as exchange traded funds (“ETFs”), options, pre-IPOs, and private placements if we determine such investments fit within the objectives of each strategy and our clients.

Millennium also offers one or more of the following concierge services as mutually agreed upon with a client: retirement planning, personal security analysis, trustee services for trusts that hold real estate for clients, and/or business management. MIS provides assistance to the client by coordinating the agreed-upon concierge activities with the client and any third parties, specialists, or contractors.