Titan

4.7

Robo Advisor

Titan was the #1 Ranked Robo Advisor for returns in both Q1 2020 & Q4 2019. Titan is like a hedge fund for everyone. With Titan, you invest into a concentrated portfolio of high-quality stocks with a personalized hedge.

Investment risk

Medium

Min investment

$100

Target return

15%

Fees

1%

Overview

Titan is a premier investment firm, but for everyone. Wall Street ignores everyday investors, catering to only the ultra wealthy. The divide didn’t sit well with them, so they built Titan: a world-class investment manager for the rest of us. They aim to grow your capital over the long term by following their time-tested investment philosophy: identifying the rare species of stocks known as “compounders” and holding on tight. They don’t just expertly invest your capital — they explain everything. By giving clients courtside seats, they become the smartest investors they’ve ever been.

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Why Invest

  • #1 ranked Robo Advisor for returns in both Q1 2020 and Q4 2019.
  • Shaking up the $3.2 trillion hedge fund game.
  • Downside protection across all strategies (shorting).

How you make money

Titan Flagship is their U.S. large cap growth strategy, always invested in 20 stocks on the long side. These are high-quality businesses vetted through deep fundamental research by their Portfolio Manager and Research team. The Flagship portfolio is updated when the Portfolio Manager sees a better risk/reward opportunity than an existing portfolio holding(s). The Flagship strategy is long-term focused with low turnover, which means typically only a few stocks change each quarter. On the short side, clients have personalized downside protection via a market index hedge. 

 

Titan Opportunities is their U.S. small/mid cap growth strategy. Opportunities in this fund are focused on identifying smaller U.S. companies that they believe can grow at exceptional rates and become the next crop of shining stars. Across all of their strategies, they offer downside protection that's tailored to individual risk tolerances. This allows their clients to potentially earn profits when the market declines. It's the reason they were ranked the #1 investment advisor out of 60+ others for equity returns during the COVID-19 crisis.

How Titan makes money

Titan charges a simple fee of 1.00% per year or about 0.083% per month. Example: For an account with an average daily balance of $2000, the monthly fee would be about $1.67 per month. There are no add-on trading fees or electronic statement fees and making deposits and withdrawals are free. The fee is charged by pulling from the small cash reserve held in your account. Titan also offers an attractive .25% off your fees for every referral generated. You have the ability to pay no fees with 4 referrals.

Is it Safe?

Titan is not a get-rich-quick scheme. They aim to hold businesses that can compound capital at high rates of return over a 3-5 year time horizon. They are also very picky in the stocks they choose. There are ~4,000 companies traded on major U.S. stock exchanges. They invest our clients in only ~20. Across all of their strategies, they offer downside protection that's tailored to individual risk tolerances.

They take security very seriously. They protect all your personal data and financial information using Secure Sockets Layer (SSL) and 256-bit encryption. Your assets are held at their custodian Apex Clearing, one of the leading custodians across the financial technology industry. Brokerage services are provided to Titan Clients by Apex Clearing, an SEC registered broker-dealer and member FINRA/SIPC. Accounts are SIPC insured up to $500,000.

Things to know

  • You make money onDividends + Value
  • Fees1%
  • Payout frequencyQuarterly
  • Term of investmentZero
  • LiquidityEasy
  • Open toAll Investors

Company

  • Country availabilityUS only
  • Assets under management$125M
  • Established2018
  • Mobile ApplicationIOS, Android

Investment Return Calculator

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years

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Monthly

Amount invested

$7,000

Total fees

$325.2

Value after fees

$10,916.7

Any references to past performance, regarding financial markets or otherwise, do not indicate or guarantee future results.

Forward-looking statements, including without limitations investment outcomes and projections, are hypothetical and educational in nature. The results of any hypothetical projections can and may differ from actual investment results had the strategies been deployed in actual securities accounts.

Reviews

4.7
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Investment risk

Medium

Min investment

$100

Target return

15%

Fees

1%