May 2024 Market Review Trajan Wealth

Market Review May 2024
PHOENIX - Arizonar -- Trajan Wealth's chief investment officer, Udayan Mitra, CFA, analyzes May's financial market. Read the full review.

May 2024 Market Review
Portfolio Enhancement Possibilities With Private Markets
  • For eligible clients, we recommend calculated allocations to private assets—including equity, commercial real estate, infrastructure, and credit—to capture illiquidity premiums and potential manager "alpha" from skill, access, and club-deal networks. Interested clients and prospects can call our Portfolio Management Group at 1 (800) 799-3320.

  • We continue to advocate elevated diversification across asset classes and develop specific asset allocation perimeters that cater to individual risk-tolerance thresholds. Consider saving and investing a greater proportion of disposable income.
Read the full review here.

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About Trajan Wealth

Trajan Wealth, LLC was founded in 2012 by CEO Jeff Junior. Before his 20+ years in financial services, Jeff served in the United States Marine Corps. He continues to serve his clients and employees with the utmost service, respect, and attention to detail.

By using low-cost, diversified portfolios under its fiduciary standard and working closely with its investment advisors and estate attorneys within one office, the company provides long-term support for client's retirement needs and estate plans, including wealth accumulation and tax planning strategies. The firm has locations across Arizona, Colorado, Florida, Georgia, Texas, Utah, and soon Illinois.

Find more information here or call 1-800-838-3079.

*Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through Trajan® Estate, L.L.C. in Arizona and Utah, and independent law firms in other States. Private equity may require accreditation.

Tami Hampshire, Trajan Wealth

Source: Trajan Wealth

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