Why Trajan?
SAVE TIME & EFFORT
Retirement planning and estate planning go hand in hand. We are proud to offer both services with advisors and attorneys who work together under one roof.
As one of the first hybrid firms in the nation, Trajan’s business structures offer unique benefits. Your estate plan is not prepared in a vacuum, and all the facets of your estate plan are considered, including wealth and tax planning. Fiduciary advisors can also protect and grow your investments, creating an end-to-end strategy for assets.
See Client Benefits
GET TAILORED FIDUCIARY ADVICE
Starting on a foundation of mutual respect and understanding, we will dedicate the time needed to listen to your goals and educate you on the options. As an independent firm, we’re not bound to just one line of products or portfolios. We have the ability to customize a portfolio to meet your own unique goals and needs.
FIDUCIARIES
We are fiduciaries, and it’s a legal obligation of the highest degree for us to act in your best interest at all times. Plus, our advisors are not dually registered as brokers.
EDUCATION
We employ individuals with hearts of teachers who share high values. We won’t talk down to you or use fancy financial or legal jargon without explanation.
TRANSPARENCY
We have a straightforward, flat percentage fee for money management. We will also disclose any conflicts of interest.
More Than Investing
We build relationships. You’ll hear from Trajan regularly, and you can always contact us with any questions. If there is an issue, we’ll work to make it right.
You'll have support from these additional teams as well:
- Portfolio Management Group
Fiduciary advisors who act as your account manager, providing you with regular contact & reviews.
- Client Services Team
Opens your accounts, initiates transfers in, and provides you ongoing customer service.
- Investment Team
Manages your investments & strategies for you, while monitoring changes in the market.
See the difference for yourself
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