The Nottingham Company is delighted to have facilitated the unveiling of Trajan Wealth Income Opportunities ETF.
FREMONT, CA: The Nottingham Company, a prominent fund administrator and private label issuer in the mutual fund and ETF sector is delighted to have facilitated the unveiling of Trajan Wealth Income Opportunities ETF. TWIO portfolio is operated by Scottsdale, Arizona-based sub-advisor Trajan Wealth LLC with the help of Sterling Russell and Udayan Mitra, functioning as co-portfolio managers. OBP Capital, a Nottingham sister firm, will act as an advisor.
"We are excited by the opportunity for our existing clients and new clients that have wanted access to our investment strategy," stated co-portfolio manager Sterling Russell. "We expect to come out of the gate with strong flows into TWIO," added Udayan Mitra, co-manager with Russell. "We are quite pleased with the strong indications of interest."
Katherine Honey, President of Nottingham and Managing Principal of OBP Capital, was particularly complimentary working with the Trajan team. "Getting a new ETF to market during the Pandemic has been a challenge, as the decision-making structure of industry partners has been more difficult, for obvious reasons. Our partners in the industry have been very helpful under difficult circumstances, and I have to add working with Sterling and Udayan has been one of the highlights of this last year."
Trajan Wealth aims to accomplish TWIO's investment objective through an active management strategy to preferred domestic securities, fixed income securities, and income-producing common stocks in the United States.
Nottingham has been functioning as their clients' fund accounting, administration, organization, and management needs for more than three decades. Nottingham, based in Eastern North Carolina, offer a comprehensive range of turnkey services, handling clients' behind-the-scenes financial and administrative operational activities so they can concentrate on portfolio management.
At Nottingham, they believe that a strong organization is developed on intelligence, a willingness for excellence, and a comfortable family environment. The continued interest and commitment to the tasks at hand are reflected in several senior leaders' longevity.