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JVM Works with Millennium Trust to Provide Alternative Investment Solutions for High Net Worth Individuals

High net worth individuals often want to improve the diversity of their investment portfolios – as well as their long-term return potential – by investing in alternative assets such as multifamily real estate.

In this case study, Millennium Trust outlines how it provided JVM Realty with a self-directed IRA solution that has allowed accredited investors to invest in our real estate funds. The result: high net worth individuals have achieved the portfolio balance they desire, and JVM has been able to significantly grow our assets under management.

Click here to read the full case study.

 

 

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