Nottingham affiliate Spinnaker ETF Series launches new ETF
Trajan Wealth Income Opportunities (TWIO)
ROCKY MOUNT, N.C., 5 April 2021 – The Nottingham Company, a leading fund administrator and private label issuer to the mutual fund and ETF industry, is pleased to have facilitated the launch of the Trajan Wealth Income Opportunities ETF (symbol TWIO) on the NYSE. The TWIO portfolio is managed by Scottsdale, Arizona based sub-advisor Trajan Wealth LLC with Sterling Russell and Udayan Mitra serving as co-portfolio managers. Nottingham sister firm OBP Capital will serve as 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 especially complimentary of 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 seeks to achieve the investment objective of TWIO with an active management approach to US domestic preferred securities, US fixed income securities and income producing common stocks. Additional information regarding TWIO may be found on the Fund’s website https://trajanwealthetf.com/
Serial number RCTWO0421001
An investment in the Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is also subject to the following risks: Preferred Securities Risk, Financial Companies Risk, Energy Companies Risk, Healthcare Companies Risk, Fixed Income Risk, Junk Bond Risk, Small and Mid-Cap Securities Risk, Nano and Micro-Cap Securities Risk, REIT Risk, U.S. Government Securities Risk, Extension Risk, Call/Prepayment Risk, Credit/Default Risk, Inflation Risk, Interest Rate Risk, Sector Risk, Authorized Participant Risk, ETF Structure Risks, Early Close/Trading Halt Risk, COVID-19, and Other Infectious Illnesses Risk, Asset Class Risk, Cyber Security Risk, Management Risk, Market Risk, New Advisor Risk, New Fund Risk, Non-Diversification Risk, and Valuation Risk. More information about these risks can be found in the Fund’s prospectus.
An investor should consider the investment objectives, risks, and charges, and expenses of the Fund before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at https://trajanwealthetf.com/ or by calling Shareholder Services at 800-773-3863. The prospectus should be read carefully before investing. Current and future holdings are subject to change and risk.
The Trajan Wealth Income Opportunities ETF is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Suite 200, Raleigh, North Carolina 27609. There is no affiliation between Trajan Wealth, LLC, including their principals, and Capital Investment Group, Inc.