We're Your Investment Team

Think of us as the natural next step when you’ve outgrown “Do It Yourself” trading and want something more sophisticated than a basic robo-advisor.

With trading apps, you’re on your own buying and selling stocks. With robo-advisors, you get a cookie-cutter ETF portfolio that never changes. Neither is ideal if you are serious about trying to grow your wealth.

We’re building what comes next. Titan actively manages your money with a team of real investment professionals at your disposal, all focused on one goal: making you more money while saving you more time. Plus, you get premium benefits you’ll actually use, like free tax filing and direct access to our investment team.

We’re big fans of the S&P 500. It’s a well-rounded index of equities that has historically performed very well over a long period of time relative to other investment options. But it shouldn’t be 100% of most people’s portfolios at all times. Wealth should be personalized.

We take your personal situation into account and build you a portfolio that goes beyond just large US stocks. We mix passive and active strategies across different asset classes, and we’re tactical about when and how to invest – especially important when the S&P 500 is hitting all-time highs.

Bottom line: The S&P 500 is a great tool, but it’s just one tool. Your wealth needs a full toolbox, and that’s what we provide.

We get it – finance is full of jargon, endless options, and a lot of noise. Our approach is different. We’re incredibly picky about what makes it into your portfolio because our mission is simple: growing your wealth as efficiently as possible.

We maintain a small but powerful suite of investment tools, carefully chosen by our investment team. No bloated menus of random options – just high-quality investment options at the lowest possible prices. Think of us as your investment filter, cutting through the Wall Street noise to identify what actually works.

Our analysts conduct deep research on every investment we offer, asking one simple question: How can this help grow your hard-earned money quicker and more efficiently? That’s it.

Think of us as your personal advisor team that’s always just a tap away. You’re in control of how much support you want. Major life changes on the horizon? Let’s talk them through. Just want a quick portfolio review? We can do that too.

Some of our clients love having quarterly check-ins to stay on top of their financial goals and make sure everything’s tracking right. Others might only reach out once or twice a year when they’re facing big life decisions or want to revisit their strategy. Both approaches are perfectly fine – we’re here when you need us.

Our membership is straightforward: $25/month (or $250/year if you choose annual billing). This isn’t just another fee – it’s your investment in having a team of professionals actively manage your wealth.

Titan clients have historically compounded their wealth at 11.6% per year on average. Studies show that the average DIY investor underperforms advisors and the broader market by ~3% per year. Wave goodbye to DIY and let us take active wealth management off your plate. (Disclosure)

For our average client making $75/hour, we save them over $10,000 worth of time annually – time they’d otherwise spend managing their own portfolio (most DIY investors spend 3-5 hours weekly on this).

Plus, we’re about 50% cheaper than traditional private wealth managers. If you’ve got at least $6,000 in our HSA (Smart Treasury), the industry-leading APY alone can offset your membership fee. Bottom line: if we save you just 20 minutes a month (which we consistently do), the fee has already paid for itself.

More info on pricing here.

Simple: If you’ve graduated from DIY trading apps and want your wealth managed by professionals who actually explain what they’re doing, we’re your team. We’re built for people who value their time and want their money working harder for them.

Think of us as your personal chief financial officer, right in your pocket. We take the complex world of wealth management and make it straightforward, active, and tailored to you. No more juggling multiple apps or trying to piece together your own investment strategy – we handle everything in one place, with one clear goal: make you more money while saving you more time.

We’re not your typical wealth manager. We’re building what we wanted but couldn’t find – a wealth manager that combines institutional-grade investing with modern technology and real human expertise, but without the high fees and minimums usually required by other firms. You get our proprietary investment strategies (like our Flagship equity portfolio), smart cash management solutions, and on-demand access to real financial advisors who know their stuff.

But it’s more than just managing money. We’re giving you back your time and peace of mind, plus adding perks you’ll actually use – like free tax filing and access to investment opportunities typically reserved for the ultra-wealthy. We’re not just managing your wealth; we’re helping you build and enjoy it.

Let us be crystal clear about this: Your security is our absolute priority. We’re a fiduciary, which means we’re legally required to act in your best interest. We’re regulated by both the SEC and FINRA, and we don’t cut corners on security.

While all investments involve risk, your investments with Titan are SIPC insured up to $500,000 (think of SIPC as the investment world’s version of FDIC insurance) in the case of firm insolvency. Plus, we use a third-party custodian as an extra layer of protection. Most importantly, you own all your underlying assets in a separately managed account – we don’t hold your assets directly, which means there’s no risk of your investments getting mixed up with our company’s finances.

We’ve built bank-level security into everything we do, from encryption to SSML protection, because we know we’re handling your hard-earned money. That’s a responsibility we take incredibly seriously.