Jeff Junior and Matt Coffina

Trajan Wealth Hires Former Morningstar Portfolio Manager Matt Coffina

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A new beginning and new strategies with a fast-growing, independent fiduciary advisor

Matt Coffina
Matt Coffina, CFA

7/1/2022 Phoenix, AZ – Trajan Wealth, an Arizona-based Registered Investment Advisor (RIA) that collectively manages more than $1 billion dollars, is proud to announce the appointment of Matthew Coffina, CFA, as a portfolio manager starting July 1st, 2022. A fifteen-year veteran of the investment industry, Coffina most recently held the position of lead Portfolio Manager for Morningstar Investment Management’s Hare strategy.

Coffina started his career at Morningstar in 2007 as an equity analyst, primarily covering healthcare services companies. Around this time, he also completed the CFA program, designed a new discounted cash flow model to be used by Morningstar’s global team of analysts, and served on the committee that assigns Morningstar’s Economic Moat ratings. At the beginning of 2013, Coffina became the editor of the Morningstar StockInvestor newsletter, which included managing Morningstar’s Tortoise and Hare portfolios. In mid-2016, he transitioned to Morningstar Investment Management to focus on managing the Hare strategy full-time. Altogether, Coffina managed the Hare strategy for 9.5 years. Coffina stated, “I’ll be forever grateful to Morningstar for giving me these opportunities. Investment management is not an easy business to break into, and I doubt my career would have progressed so quickly anywhere else.”

Coffina will be managing Trajan’s new Expanding Moat and Defensive Moat strategies. These concentrated investment portfolios will focus on companies with strong and improving competitive advantages, above-average revenue and earnings growth, and reasonable valuations. They will be available to retail clients through Trajan’s advisors, as well as third-party advisors and institutions. The portfolios are also available with a fixed income component. Coffina said, “It felt like time for a new challenge. I’ve gotten to know Trajan over the past several years, and I’ve been so impressed by their team of knowledgeable and caring advisors dedicated to helping clients meet their financial goals.”

About Trajan Wealth:

Trajan Wealth LLC formed in 2012, was founded by CEO Jeff Junior. Prior to his 20+ years in the financial services profession, Jeff Junior was a member of the United States Marine Corps. Jeff continues to serve his clients and employees with the utmost service, respect, and attention to detail. The firm has multiple locations in Arizona, Texas, and Utah. Trajan Wealth is expanding to the Atlanta area next.

By using low-cost diversified portfolios under its fiduciary standard—and working closely with both its investment advisors and estate attorneys who work within one office—the company provides long-term support for its clients’ retirement needs as well as their estate plans. This includes strategies for wealth accumulation and tax planning.

For more information on all the different services offered or to schedule a complimentary consultation, contact us here or call 1-800-838-3079.

© 2024 Trajan® Wealth LLC. Nothing in this blog is intended as investment advice, nor is it an offer to buy or sell any security. Please consult your financial advisor for questions about your personal financial situation. All investments involve risk, including the potential for loss. Trajan Wealth clients and employees may have a position in any of the securities mentioned. Portfolio holdings and other data are subject to change at any time and without notice. Additionally, the above links provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by Trajan Wealth, L.L.C., of any of the products, services or opinions of the corporation or organization or individual. Trajan Wealth, L.L.C., bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. These materials are for informational and educational purposes and are not designed, nor intended, to apply to any person’s individual circumstances. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person. Please consult with your legal and/or tax advisor before making any tax-related decisions.