Leveraging AI-powered technology, specialist advice and dedicated Wealth Teams, we deliver a smarter way to manage wealth.
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**Assets Under Management**: AUM data is as of 3/31/2026
**Advisory Fee**: Other custodian and fund expenses may apply. See our Form ADV Part 2A and Fee Schedule for additional information.
Industry-low advisory fees at 0.4%.
Unmatched service with dedicated Wealth Teams, and fast response times.
Access to “Titan-only” products, such as Titan Flagship, Titan Direct Indexing, and Titan Diversify.
Work directly with your Wealth Advisor
Each client is paired with a professional Wealth Advisor.
Supported by a Dedicated Wealth Team
The Wealth Team is a group of specialists working together behind the scenes to identify opportunities, solve complex problems and keep your financial strategy strong.
Specialized Expertise
We specialize in serving emerging high net worth employees, both pre and post IPO, from leading technology companies throughout the United States.
Fiduciary Responsibility
Titan is a registered investment advisor (RIA), legally bound to act in your best interests at all times.
The comparison to a Traditional Wealth Advisor is for illustrative purposes only and is based on industry estimates for typical advisory fees that often exceed 1.00% annually and may require higher minimum investment amounts. Actual fees charged by other firms vary and may be higher or lower depending on the specific services provided. Please refer to Titan’s Fee Schedule and Form ADV Part 2A for more information.
Director of Wealth Advisory
Prev. Fortis Lux Wealth Management
7 years advising | Series 7, 66
CFP®, Lead Financial Planner
Prev. Range, CAPTRUST, Focus Wealth (previously The Colony Group)
11 years experience | Series 65
Vice President, Wealth Advisor
Prev. J.P. Morgan Private Bank
5 years advising | Series 7, 66
Vice President, Wealth Advisor
Prev. J.P. Morgan Private Bank
5 years advising | Series 7, 63, 65
Vice President, Wealth Advisor
Goldman Sachs Markets Coverage Group
7 years experience | Series 65
Vice President, Wealth Advisor
Bank of America Private Bank
5 years advising | Series 7, 66
These companies are experiencing similar wealth creation patterns. We're here to help you capitalize on them.
We modeled the same Anthropic position three ways. Diversifying in tranches wins without surrendering the upside.
Real client story, anonymized for privacy. Titan is not affiliated with or endorsed by Anthropic.
A Meta engineer came to Titan with 90% of his $6.7M net worth in a single stock, a problem that just got worse after a large new grant in early 2026. We paired specific Meta tax lots to sell $600K of shares with a minimal tax impact.
Real client story, anonymized for privacy. Titan is not affiliated with or endorsed by Meta.
* AUM is as of 6/2/2026.** Figure represents the total growth for all Titan clients from Titan’s first strategy launch on 2/20/2018 through 3/31/2026, net of fees (where applicable). Includes both realized and unrealized gains of all offerings made available over time, accounting for the reinvestment of dividends. The 5-year figure is $230M from 4/01/2021, and the 1-year figure is $86M from 4/01/2025. Figures are before tax and do not account for individual client tax liability. Some clients experienced losses individually that are netted against gains in this aggregate. Not representative of any individual client's experience. Past performance is not indicative of future results. All investments carry risk, including the potential loss of principal, and investment growth is not guaranteed.As of 5/31/2026, Anthropic, Inc. is a 6.40% holding in the ARK Venture Fund. Titan is not affiliated with or endorsed by Anthropic. All company names, logos, and trademarks displayed are the property of their respective owners and are used for identification purposes only.The case study provided is illustrative in nature and is not a client endorsement or testimonial. It is intended to provide an example of Titan's process. Individual experiences may vary based on unique circumstances. Titan does not provide legal or estate planning services. Tax information or guidance, when provided, is not a substitute for the advice of a qualified tax advisor, as Titan is not a tax professional. Outcomes vary based on individual circumstances, and you should consult a qualified professional before taking action that could impact your situation. Any figures mentioned are estimates and are subject to change. The views, opinions, and descriptors used should not be construed as promises of quality or guarantees of performance or future results. Keep in mind that while diversification may help spread risk, it does not ensure a profit or protect against loss. This content is for informational purposes only and is not investment or financial advice, tax or legal advice, an offer, solicitation of an offer, or advice to buy or sell securities. The mention of specific securities, asset classes, or investment strategies does not constitute a recommendation, affiliation, or endorsement.Direct Indexing is a discretionary investment management service offered by Titan. Direct Indexing is a long-only equity strategy subject to market risk and is not guaranteed to generate a specific outcome. This strategy is available in taxable accounts only and is not appropriate for tax-advantaged accounts. Please note that the number of individual securities held in a Direct Indexing account varies based on account size and may be significantly fewer than the full 500 constituent securities of the S&P 500® index. For more information, see Direct Indexing Risks and Disclosures.