Trajan Wealth: Balancing Growth with Safer Options
Yahoo Finance·2025-12-12 04:35

DB : We offer a wide variety of investment products. Everything from your typical asset allocation models that range from conservative to aggressive to managed equity models, where clients buy individual stocks based on models that one of my investment managers manages. They include everything from large cap growth to dividend growth and value. We have an alternatives sleeve, where I include our managed futures product, which is a product that’s designed to provide crisis alpha. It’s a trend-following produ ...