Trumbull Wealth’s Private Equity services are focused on driving strong investor returns. Our Private Equity approach is to search out undervalued assets and enterprises. Examples of those assets includes securities such as:

  • Collateralized Loan Obligations such as CMOs and CDOs
  • Corporate bonds
  • Government bonds

Trumbull Wealth Management also participates in the buyouts of assets and companies which the firm believes are undervalued, growth-promising, or are otherwise compelling investment opportunities for our clients.