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