Trajan Wealth Income Opportunity ETF

As fiduciaries, Trajan Wealth is committed to sound professional investing guidance. We are proud to extend those same values to our Exchange Traded Fund (ETF). 


The Trajan Wealth Income Opportunities (TWIO) Exchange Traded Fund is a diversified ETF with allocations to common and preferred stocks and to investment grade and high yield bonds. The investment goals of TWIO are first; income generation and second growth of principal. The strategy invests in income-producing common stocks, preferred stocks and corporate bonds, and other fixed-income securities. Income will be distributed to shareholders on a quarterly basis.

The investment strategy of TWIO is based on creating a mix of income-producing securities that, over market cycles, will exhibit a high degree of stability while producing a steady stream of distributable income. This is achieved through a mix of common stocks with above-average dividends, preferred stocks, and investment grade and high yield bonds from issuers that we consider bankruptcy remote. The total number of portfolio holdings are targeted at 50 but that number could vary by 5-10% depending on availability.


Explore What Makes Us Different


Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with financial landscape. Prior to that, Jeff was a “devil dog” of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit. Jeff continues to serves his clients and employees with the utmost service and respect.

You Deserve A Smarter Investment Vehicle

A new ETF with 20+ years of experience to back it