The Trajan Wealth Income Opportunities (TWIO) Fund launched on April 1, 2021. The Fund seeks to provide investors with current income while preserving and growing principal. The target asset allocation is a blend of dividend-paying common stocks, preferred stocks, and other fixed income securities.
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.
The Fund’s managers are Sterling Russell, CFA, and Udayan Mitra, CFA. Combined, they have over 50 years of experience in managing fixed income and equity portfolios ranging up to $10 billion in size.
As an independent registered investment advisory (RIA) firm, Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios. Founded in 2012, Trajan specializes in wealth management, retirement planning, annuities, estate planning, life insurance, tax planning, and more.
For more information on the Fund, click here.
