Custom Portfolio Design
We can customize your investment portfolio with a wider range of options.
Tactical Investments
The Dow Jones was created in 1896, and through its 120+ years of existence, only one thing has remained the same: constant—and often swift—change. Trajan Wealth and our associates believe in diversified portfolios that focus on capital preservation, growth, and low or no-cost investment options.
The customized portfolios we build for clients are primarily comprised of a diversified grouping of Exchange Traded Funds or Common Stocks. By using ETFs and common stocks, this gives us low or no-cost underlying investment options that can be sold immediately. As the market changes, we can react without delay or added costs of loads or penalties.
Our Approach
Trajan Wealth approaches wealth management by looking at a longer time horizon and incorporates the economic cycle into the tactical considerations of your investments. By aligning more stable asset classes to be the cornerstone of your portfolio, we prevent surprises or serious disruption to your long-term planning goals. An additional portion of assets, based on your customized risk management plan, are used to broaden diversification to enhance your return opportunities.
As a fiduciary, our firm takes security selection very seriously. Our core philosophies include low expenses, manager tenure, and tax efficiency. These are just a few key qualities that differentiate a Trajan Wealth portfolio from its competitors.
clearly different
Unlike many financial firms, Trajan Wealth often avoids charging 12b-1 fees. These are commonly associated with mutual funds and are additional fees the fund company charges its current investors to pay for advertising to acquire new clients. Obviously, this may hurt long-term performance and can lead to a significant cost for the investor.
We pride ourselves in the strong relationships we’ve built with reputable brokerage firms that allow us to access investments not typically offered or “open” to the individual investor. Due to the fact we are not obligated to any one particular investment company, we are able to offer our clients the benefit of unlimited choices.
Read more about our Investment Philosophy
Our Client Experience
Tailored Plans
One Size Does Not Fit All
Transparent Fees
You Grow, We Grow. Simple.
Personal Touch
Dedicated Financial Team
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We put your best interests first. Always.