On Titan

High finance is as American as apple pie. It has been the backbone of our economy since Hamilton created the Treasury. Our nation invented Wall Street. Global capital markets look to us for leadership. These rails have quietly powered the titans of industry for generations: the renegades, the builders, the deciders, the creators. We’re closely watching this next generation of titans. They are the ones who will carry us forward. To us, they are everything.

We know it takes a village to succeed. Our job is to play a small role in their backstage supporting cast — that of a money manager. Quietly, behind the scenes, we’re powering their wealth. We’re helping them think through everything life throws at them that involves money. We’re investing their capital thoughtfully, amidst evolving markets. We’re helping them with cash management, buying a home, purchasing an engagement ring, exploring crypto exposure, and planning for retirement.

They are the CEO of their life. While they could figure out how to manage their money themselves, they hire us because they lack the time or the expertise. We’re their CFO. To date, we’ve helped tens of thousands of Titans navigate their financial decisions. Good news: we believe we’re entering a golden age of wealth. For our clients, that could mean more opportunities to grow their wealth over time. We’re here, standing by when they need us. We report to them.