Explore The Potential Of
Private Market Opportunities
Diversify beyond traditional stocks and bonds with strategies designed for sophisticated investors.
The Opportunity
The 99% the Public Can’t Touch
Public markets get the headlines, but most innovation and growth happens off the exchange. The number of listed companies have declined, concentration risk has climbed, and the result is a narrower opportunity set for traditional portfolios. Private markets expand the investable universe and may improve risk/return when sized and selected thoughtfully.
- Broaden your opportunity set beyond crowded stock markets.
- Pursue returns less correlated to market swings.
Start Today
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Why Private Markets?
Nearly 99% of U.S. companies remain private, meaning most investors never access the majority of innovation and growth.1 It’s not a new trend. Some sources report that in the mid-1990s there were as many as 7,300 publicly traded U.S. companies, while today that number is closer to 4,300, reflecting a dramatic long-term decline in public listings.2 This leaves many portfolios concentrated into fewer companies, heightening risk.3
Meanwhile, large institutions, like pension funds, have steadily increased their private market allocations.4 They seek opportunities unavailable on traditional exchanges. Infrastructure, real estate, venture capital, and private equity/credit each offer distinct characteristics that may complement a portfolio of stocks and bonds, helping investors broaden their opportunity set beyond the confines of the S&P 500.
Public markets can feel crowded, volatile, and overanalyzed. Many investors are now turning to private market opportunities, from private equity and credit to real assets—to potentially access unique returns, diversification, and long-term growth drivers.
At Trajan Wealth, we help qualified investors evaluate these opportunities with the same fiduciary care and transparency that guides all of our planning.
Why Thousands Trust Trajan Wealth
Fiduciary Standard: Your Best Interest First
Our nationally recognized advisors are fiduciaries. We’re ethically bound to act in your best interest, always.
Veteran-Led & Privately Owned
We’re not beholden to shareholders, only to you. It’s a commitment that began when Marine Corps veteran Jeff Junior founded the company in 2012.
Integrated Approach
We evaluate how private market opportunities fit within your overall plan, including investments, retirement, tax strategy, and estate needs.
Fully Transparent Pricing
Our success is tied to yours: the more you make, the more we make. It’s that simple. There are no hidden fees.
Your Dedicated In-House Team
Under One Roof
Benefit from a truly comprehensive approach with our in-house experts in financial planning, investment management, tax strategy, and estate planning.
Wealth Management
Our fiduciary advisors get to know you, and your individual portfolio is custom-tailored toward your goals and timeline.
Retirement Planning
Every retirement is different, so we offer guidance on many financial goals, including strategies for lifetime income and claiming Social Security.
Tax and Estate Strategy
Estate and tax planning are essential to ensure your family and assets are protected now and for generations to come.
Real People. Real Results.
Actual clients, no compensation, no conflicts. Trajan Wealth Google Reviews.
Explore More
Private market investing isn’t for everyone. It often requires longer time horizons, higher minimums, and accreditation requirements. But for the right investor, these opportunities can play a powerful role in a diversified portfolio.
Want to learn more? Check out these resources:
As Seen And Heard On
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There are 33.2 million small businesses in America, which combined account for 99.9% of all U.S. businesses. Source: U.S. Chamber.com
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At their peak in 1996, there were 7,300 publicly traded companies in the US. Today there are about 4,300. Sources: CNN, EQT
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By early 2025, the top 10 S&P 500 companies make up nearly 40% of the index. Sources: VisualCapitalist, Bloomberg.
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Independent sources show institutional allocations to private markets are material and rising:
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Bloomberg: Increases in private markets exposure rises at top pension funds.
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Stanford Business: Why More Public Pensions Are Taking a Chance on Alternative Investments.
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Recent surveys estimate ~22% average allocation among surveyed institutional investors. Sources: BBH, NACUBO.
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