Tactical Investments
Trajan Wealth believes in diversified portfolios that focus on capital preservation, growth, and low-cost investment options.
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. The customized portfolios we create for our clients primarily consist of Exchange Traded Funds (ETFs) and common stocks, or a combination of both. By utilizing ETFs and common stocks, we can access low-cost investment options that can be sold immediately. This flexibility allows us to respond quickly to market changes. Additionally, common stocks and ETF’s don’t have the adverse tax consequences or typical high internal expense of mutual funds.
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 potential return opportunities.
As a fiduciary, our firm takes security selection very seriously. Our core philosophies include low expenses, tenure, and tax efficiency. Our models are constructed by a team of professionals in house, and we don’t “sub out” model selection allowing us to customize as needed. These are just a few key qualities that differentiate a Trajan Wealth portfolio from its competitors.
Independent & Transparent
Unlike publicly traded financial services firms who have a Fiduciary duty to their Board of Directors, Trajan Wealth has a Fiduciary duty to you, our client. As an independent firm, Trajan Wealth is not bound to just one line of products or portfolios but rather we provide our clients with an extensive range of options. We take pride in our strong relationships with reputable financial partners, enabling us to offer access to investment opportunities that are not typically available to individual investors.
At Trajan Wealth, we offer a simple, flat percentage fee for our money management services and prioritize transparency in our approach. Unlike many financial firms, we avoid layered 12b-1 fees and front end/back end sales loads. These fees, which are often associated with mutual funds, are additional costs imposed by the fund companies on current investors to fund advertising aimed at attracting new clients. Such fees can negatively affect long-term performance and result in significant costs for investors. Instead, we concentrate on providing high-quality, low-cost investments to help ensure our clients can maximize the benefits of their financial endeavors.
With this fee structure, our interests are aligned and the goal to grow your money is mutually beneficial.
Our Client Experience
Tailored Plans
One Size Does Not Fit All
We review your risk tolerance level, along with learning about your goals and the timeline for your objectives. By working together, we will develop a wealth management plan that reflects your values.
Transparent Fees
You Grow, We Grow. Simple.
We charge a flat percentage fee for wealth management. Your goals are our goals. Since our interests are aligned, we manage your portfolio without pressure to meet sales objectives or quotas.
Personal Touch
Dedicated Financial Team
You’ll hear from Trajan Wealth regularly, and you can always contact us with any questions. Our goal is to establish a relationship that leaves you feeling comfortable and confident in your decisions.
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