Titan Strategy

Automated Stocks

Automated Stocks provides low-cost, diversified exposure to equities, comprised of a basket of passive ETFs.

About Automated Stocks

Automated Stocks offers clients diversified equity exposure through a curated basket of ETFs—spanning large-cap stocks, dividend growers, and emerging market equities. Designed for passive investing, it brings broad, long-term growth potential to portfolios with simplicity and scale.

We’ve always seen investing as a careful balance between concentration and diversification—concentration to ensure your winners make a meaningful impact, as is the goal with Flagship, and diversification across asset classes and holdings to help weather market cycles. That’s where Automated Stocks comes in.

Key Facts

Asset Class: Stocks
Advisory Fees: 0.20%
Strategy Expenses: 0.03%
Inception Date: February 3, 2023
Minimum Investment: $100
Withdrawal Interval: Daily
Tax Reporting: 1099-DIV

2. This strategy has an advisory fee of 0.20% on assets under management, which is in addition to the $25 monthly client fee.

3. ETFs have operating expenses—referred to as expense ratios—charged by the ETF issuers. The figure shown reflects a weighted average of their publicly reported expense ratios. Actual expenses may vary from this estimate.

Disclosures Automated Stocks Historical Performance