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 ETF (TWIO) is an exchange traded fund with allocations to common and preferred stocks and to fixed income securities. 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.


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 served in 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

An ETF with 20+ years of experience to back it