Titan

Titan

4.5

Robo Advisor

Titan is the new-guard investment platform bringing premier, active investment management to everyone.

Investment risk

Medium

Min investment

$100

Target return

15%

Fees

1%

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Overview

Titan is the first DTC, mobile-first investment platform where everyday investors, irrespective of wealth, can have their capital actively-managed by investment experts in long-term strategies. They also just launched the first actively managed crypto portfolio available to US investors.

 

Through the Titan app, investors and potential investors have courtside seats to the strategy, research, and commentary of Titan’s Investment Management team, made accessible for clients from all levels of financial knowledge. Investing with Titan not only grows clients’ long-term wealth, but transforms them into the smartest and savviest investors they’ve ever been.

Why Invest

  • Ranked the #1 Robo-Advisor by US News in 2020
  • Be the smartest investor you’ve ever been with courtside seats to the strategy, research, and commentary of their internal Investment Management team
  • Downside protection across all strategies (shorting)

How you make money

Titan offers all U.S. investors access to four outstanding actively-managed investment products: Flagship, Opportunities, Offshore, and Crypto.

 

  • Flagship
    • Large-cap US growth strategy made up of high-quality, big name companies that Titan believes can compound capital in excess of the S&P 500
    • 15-25 stocks with an average market cap of nearly $600 billion
    • Annualized return of 20.4% since inception (February 2018)
  • Opportunities
    • Small/mid-cap US growth strategy made up of companies that Titan believes can grow at exceptional rates and become the next crop of rising stars
    • 15-25 stocks with an average market cap of $13 billion
    • Annualized return of 61.4% since inception (August 2020)
  • Offshore
    • International growth strategy made up of some of the world’s best businesses in emerging and developed markets from China to Latin America and beyond.
    • 15-25 stocks with an average market cap of $175 billion
    • Annualized return of -8.8% since inception (April 2021 - recently created)
  • Crypto
    • The first actively managed portfolio of crypto-assets made available to all investors that Titan believes are positioned for outstanding long-term returns with minimal correlation to equities and with attractive hedging qualities.
    • Typically around 5-10 crypoassets
    • Annualized return of 329.8% since inception (August 2021 - recently created)

How Titan makes money

Titan charges a simple fee of 1% per year or about 0.083% per month. Example: For an account with an average daily balance of $2,000, the monthly fee would be about $1.67 per month. There are no add-on trading fees or electronic statement fees, and 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 0.25% off your fees for every referral generated. You have the ability to pay no fees if you get 4 referrals.

Is it safe?

There are multiple ways that Titan provides downside protection to our clients. The primary way is by including a hedge, a holding that bets against the market, in your portfolio. The size of your hedge will depend on your preferred investing style and risk tolerance – aggressive, moderate, or conservative.

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 onValue + Dividends
  • Fees1%
  • Payout frequencyQuarterly
  • Term of investmentZero
  • LiquidityEasy
  • Open toAll Investors

Company

  • Country availabilityUS only
  • Assets under management$750M
  • Established2018
  • Mobile ApplicationIOS, Android

Investment Return Calculator

Calculate your estimated return to reach your investment goals.

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Invested

$7,000

Projected fees

$325.2

Projected return

$3,916.70

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.

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4.5
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