Wealth at Titan

This is a client favorite - it’s both low-risk and high-yielding. We actively manage our clients' cash in high yielding Treasury money market funds, moving it automatically if we find a better rate for them (hence the “Smart”).

This is our core actively managed equity strategy, built and managed by our in-house investment team. Our goal with this strategy is to beat the market benchmark over a long-term time horizon.

We have a bias towards low-cost, tax-advantaged passive investment strategies for the majority of clients’ wealth. We manage these automated stock and bond portfolios in-house.

We enable clients to invest in alternative assets like crypto, venture capital, real estate, and private credit based on their investment goals. These alternatives can offer different risk and return profiles compared to traditional asset classes like stocks and bonds.

We offer Personal Trading accounts for clients to invest in individual stocks and ETFs under one roof if they choose.

Tax-advantaged accounts are critical to building your nest egg for retirement. We offer traditional and Roth IRAs and execute a variety of tax optimization strategies for clients.

We present our clients with diverse investment opportunities (in both public and private markets) that we believe may offer favorable risk-adjusted returns that are typically difficult for many investors to access.

We have a team of licensed investment advisors for clients to ask questions and get advice ranging from portfolio recommendations to financial planning and beyond.

We find tax savings opportunities for our clients across individual and retirement accounts. This can include strategies such as tax-loss harvesting, execution of backdoor Roth IRA conversions, advice on maximizing IRA contributions and employer 401K matches, and more.

We recognize that many clients come to us with investment accounts scattered across a number of other firms. We help them consolidate and simplify their financial lives. This includes finding lost or forgotten 401Ks and facilitating rollovers to Titan.

We provide clients with weekly insights on our wealth products and market trends, and answer clients’ questions on investment ideas, performance, and much more. It’s critical we help clients understand every step of the journey.

We conduct deep dives every quarter into our wealth products’ performance, the latest investment trends, and major market events. We may invite outside experts from leading investment firms to debate and exchange ideas with our team for the benefit of our clients.

We host client-exclusive events in major metropolitan cities across the US.