Strategic Vision
Our vision is to position Trajan Wealth as a trusted and forward-thinking investment advisory firm that consistently delivers value to our clients through tailored, disciplined, and innovative investment strategies. We aim to achieve sustainable, long-term growth by balancing risk and opportunity while adapting to dynamic market environments. Our commitment is to uphold fiduciary excellence, enhance client outcomes, and build lasting relationships through transparency, integrity, and performance.
Trajan’s Co Chief Investment Officers: David Busch, CFA, and Udayan Mitra, CFA.
Trajan’s Investment Philosophy
Our investment philosophy is rooted in a blend of fundamental analysis, strategic asset allocation, and proactive risk management.
Long-term Value Creation
We are long-term investors. We focus on high-quality investments with strong fundamentals, competitive advantages, and growth potential. Our investment horizon emphasizes long-term value over short-term speculation. In practice, that means we never make an investment with the expectation to sell it in under a year, and most of the time, we’re thinking 5+ years into the future. This does not mean we won’t ever sell something in less than a year (circumstances can change!), but we never buy something intending to sell it that quickly.
Client-Centric Approach
We put clients first. Every portfolio begins with a deep understanding of our clients’ financial goals, risk tolerance, time horizon, and liquidity needs. We only invest in things we believe offer an attractive risk/reward proposition for clients, setting aside any potential benefits to the investment team or Trajan Wealth, LLC.
Disciplined Asset Allocation
We are investors, not speculators. We utilize a diversified, multi-asset class approach to optimize returns and mitigate risks. Our strategic asset allocations are driven by rigorous quantitative and qualitative analysis.
Risk Management As A Core Principle
We evaluate risk at the portfolio, asset class, and individual security levels to maintain a balanced risk profile. Risk management is an integral part of portfolio construction, rebalancing, and performance evaluation.
Continuous Innovation And Adaptation
In a constantly evolving market landscape, we integrate advanced technologies, data analytics, and research methodologies to identify and assess emerging trends or market opportunities.
Cost Management
We strive to minimize investment costs. That includes focusing on low-fee ETFs, directly owning securities wherever possible, avoiding short-term taxable gains, and trading infrequently.
No Market Timing
Our focus is on time in the market and not timing the market. Every strategy has a clear mandate and investment philosophy. The stock/bond mix of blended strategies closely follows the stated mandate to equip our advisors with the ability to determine an appropriate asset allocation for specific clients.
Our Commitment To You
By adhering to our strategic vision and investment philosophy, we strive to deliver consistent, risk-adjusted returns that help our clients achieve their financial objectives. Our holistic and disciplined approach ensures we remain agile and resilient, regardless of market conditions.
