An ETF Backed
By A Fiduciary
As a registered independent firm, Trajan Wealth is committed to financial education and solid, professional investing guidance. We are proud to extend those same values to our new ETF fund.
THE TWIO ETF
The Trajan Wealth Income Opportunities (TWIO) Fund seeks to provide current income with a preservation of capital mindset while trying to beat the results of an blended index composed of U.S. dollar-denominated preferred and hybrid securities (ICE Preferred & Hybrid – 45%), S&P 500 (30%) and the Barclays Aggregate (25%). Additionally, the Fund seeks to capture upside capital appreciation for under-valued assets within the specified asset classes listed below.
The investment strategy is based on looking for financially sound companies operating in industries we view as attractive. Once these companies are identified we look across the capital structure to find investments that will meet our income targets and which we believe offer safety of principal and a return profile that meets our hurdle rate. Investors can expect that, over time, approximately 80% of the total return will come from income with the balance from capital appreciation
Explore What Makes Us Different
You Deserve A Smarter Investment Vehicle
A new ETF with 20+ years of experience to back it