Titan Disclosures

Advisory services are offered by Titan Global Capital Management USA LLC ("Titan"), an SEC registered investment adviser. Brokerage services are provided to Titan Advisory Clients (“Clients”) by Titan Global Technologies LLC (“TGT”) and Apex Clearing Corporation, both registered broker-dealers and members of FINRA/SIPC. Both Titan and TGT are subsidiaries of Titan Global Capital Management, Inc. Market data is provided by a third-party, IEX Cloud Services LLC, and is subject to change at Titan’s sole discretion. By using this website, you accept and agree to Titan’s Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or other investment products.

Various Registered Investment Company products (“Third Party Funds”) offered by third party fund families and investment companies are made available on the platform. Certain of these Third Party Funds are offered through Titan Global Technologies LLC. Other Third Party Funds are offered to advisory clients by Titan. Before investing in such Third Party Funds you should consult the specific supplemental information available for each product. Please refer to Titan's Program Brochure for important additional information. Certain investments are not suitable for all investors. Before investing in a Third Party Fund, you should consider your investment objectives as well as any fees charged by Titan, or otherwise. The rate of return on investments, including Third Party Funds, can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested, including principal. Certain Third Party Funds that are available on Titan’s platform are interval funds. Investments in interval funds are highly speculative and subject to a lack of liquidity that is generally available in other types of investments. Actual investment return and principal value is likely to fluctuate and may depreciate in value when redeemed. Liquidity and distributions are not guaranteed, and are subject to availability at the discretion of the Third Party Fund.

The cash sweep program is made available in coordination with Apex Clearing Corporation through Titan Global Technologies LLC. Please visit www.titan.com/legal for applicable terms and conditions and important disclosures.

Cryptocurrency advisory services are offered by Titan. IBIT, a holding in Titan Crypto, has a BlackRock strategy expense of 0.25% (after promotional period). BlackRock has waived a portion of the strategy expense for a 12-month period commencing on January 11, 2024, for the first $5.0 billion of assets, making the expense ratio 0.12%. If the fund exceeds $5.0 billion in assets prior to the end of the 12-month period, the strategy expense charged on assets over $5.0 billion will be 0.25%. All investors will incur the same strategy expense, which will be the weighted average of those fee rates. After the 12-month waiver period is over, the strategy expense will be 0.25%.

PLEASE NOTE: INVESTMENTS WITH EXPOSURE TO CRYPTO ASSETS ARE ONLY SUITABLE FOR INVESTORS WHO ARE WILLING TO BEAR THE RISK OF LOSS AND EXPERIENCE SHARP DRAWDOWNS, AS THEY STILL CARRY INHERENT RISK ASSOCIATED WITH CRYPTOCURRENCIES. YOU ARE SOLELY RESPONSIBLE FOR EVALUATING THE MERITS AND RISKS ASSOCIATED WITH THE USE OF ANY INFORMATION, MATERIALS, CONTENT, USER CONTENT, OR THIRD PARTY CONTENT PROVIDED BEFORE MAKING ANY DECISIONS BASED ON SUCH CONTENT.

Any historical returns, expected returns, or probability projections are purely hypothetical in nature and may not reflect actual or potential future performance; nor do they represent actual performance outcomes of a client. Please see Titan’s Interactive Performance Tool available at www.titan.com/historical-performance for important information and details related to performance of our strategies.

The Inception Date for Titan Flagship is defined as 2/20/18; for Titan Opportunities is defined as 8/17/20; for Titan Offshore is defined as 4/6/21; for Titan Crypto is defined as 8/10/21; for Automated Stocks is defined as 2/3/23; and for Automated Bonds is defined as 2/3/23.

All statements made via social media sites sponsored or maintained by Titan and its affiliates are for informational purposes only and do not constitute a comprehensive description of Titan’s investment advisory services or any recommendations related to securities or investment products. Titan and its affiliates are not responsible for, and do not endorse the content by other users or followers of any social media sites sponsored or maintained by Titan or its affiliates. Titan and its affiliates are also not responsible for the terms of use or privacy or security policies of any social media sites, and you use such sites at your own risk. Titan and its affiliates reserve their rights to block any user or follower who posts, tweets or retweets content that is deemed inappropriate or offensive or constitutes spam, a testimonial, advice, a recommendation, or advertisement for securities, products, or services, is promotional in nature, or otherwise violates regulatory guidelines. Titan and its affiliates also reserve their rights to block users or followers whose posts, tweets or retweets contain offensive or inappropriate content or serve as promotional sites. Titan and its affiliates maintain full discretion in determining which users to block and what content is deemed inappropriate. Any opinions expressed by users or followers are those of the persons submitting the comments and do not represent the views of Titan or its affiliates.

Comparable companies, strategies, portfolios and indices may be included herein only as a context reflecting general market results during the depicted period or as of the specified date. The comparison of any company, strategy, portfolio or index to a single other company, strategy, portfolio or index may be inappropriate because the relevant assets, strategies and level of risk may vary materially from the comparable company, strategy, portfolio or index as a whole.

Certain information contained herein constitutes “forward-looking statements”, which can be identified by the use of terms such as “may”, “will”, “should”, “expect”, “anticipate”, “project”, “estimate”, “intend”, “continue”, “target” or “believe” (or the negatives thereof) or other variations there on or comparable terminology. Due to various risks and uncertainties, actual events or results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. As a result, investors should not rely on such forward-looking statements in making their investment decisions. No representation or warranty is made as to future performance or such forward-looking statements.

Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Account holdings and related information are for illustrative purposes only and are not to be considered investment recommendations. Statements made herein may be outdated and subsequent events may have occurred or information may have changed, that could make any statement in these materials inaccurate or incomplete. The media presented may contain certain forward looking or promissory language regarding the performance of Titan or a company; these statements should not be relied upon to make an investment decision. Before investing, consider your investment objectives and be aware of any fees charged by Titan, as certain investments are not suitable for all investors. Please consult with your financial advisor before making any investment decisions. Past performance is no guarantee of future results. The graphs, charts and other visual aids are provided for informational purposes only and are not to be used to make investment decisions. Prospective clients must refer to our website, and in particular, our Advisory Agreement for a complete description of Titan’s objectives and investment strategies.

Please refer to Titan's Program Brochure for important additional information. Certain investments are not suitable for all investors. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested, including principal. Information provided by Titan is for informational and general educational purposes only and is not investment or financial advice.

Neither Titan, any of its affiliates, nor each of their respective officers, directors, members, agents, representatives, employees, or contractors (collectively, "Titan Parties"), shall be responsible or have any liability for investment decisions based upon, or the results obtained from, the information provided here. You assume all risks of loss resulting, directly or indirectly, from the use of the information contained in this [in this application]. By accessing Titan’s application, you acknowledge and agree to hold harmless the Titan Parties from any and all claims, actions, damages, losses, liabilities, costs and expenses of any kind whatsoever, including but not limited to any claims of negligence, arising out of, resulting from, by reason of, or in connection with the use of the information contained therein. Securities laws impose liabilities under certain circumstances on persons who act in good faith, and therefore no portion of the above shall constitute a waiver or limitation of any rights you may have under any federal or state securities laws.

Tax-loss harvesting. The benefits, if any, in reducing an investor’s tax liability will depend on the investor’s entire tax and investment circumstances, including but not limited to their income, state of residence, the purchases and dispositions of assets in the investor’s accounts outside of Titan, type of investment accounts held, and applicable investment holding periods. Titan is not a tax professional. You and your tax professional are responsible for how transactions conducted in your account are reported to the IRS, or any other tax authority, on your personal tax return. Titan assumes no responsibility for the tax consequences to any client of any transaction associated with tax-loss harvesting.

Wealth Calculator. The Wealth Calculator, also referred to as the 'Investment Calculator,' is intended to serve as a guide to your potential investment’s growth but may not reflect your actual returns, savings, growth, or overall wealth. The Wealth Calculator measures the potential wealth of the investment amounts that you enter into it. It does not take into account debt or any other assets or holdings that you may have. Titan cannot guarantee the accuracy of the results with respect to your individual circumstances. The results shown by the calculator are hypothetical and should be used for illustrative purposes only. Moreover, the degree to which these assumptions are reasonable may be affected by factors beyond the scope of the calculator including changes in the tax code, personal circumstances, market volatility, and/or extreme market conditions. The hypothetical returns used to calculate these results does not guarantee future performance. Actual rates of return will vary over time. We may use third party information to calculate the results of the Wealth Calculator. In the event that we do use third party information, we cannot guarantee its accuracy. You should not construe any information provided here as investment advice, a recommendation, or an endorsement to buy any securities offered on Titan and you assume the sole responsibility of evaluating the merits and risks associated with any use of the information shown here. Titan is not a fiduciary by virtue of any person's use of or access to this tool.

If you have any questions about these Terms, our Privacy Policy, the Service, or any of our Platforms, please contact us at support@titan.com.

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© Copyright 2024 Titan Global Capital Management USA LLC. All Rights Reserved.

Titan Global Capital Management USA LLC ("Titan") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept and agree to Titan’s Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services.

Please refer to Titan's Program Brochure for important additional information. Certain investments are not suitable for all investors. Before investing, you should consider your investment objectives and any fees charged by Titan. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested, including principal. Brokerage services are provided to Titan Clients by Titan Global Technologies LLC and Apex Clearing Corporation, both registered broker-dealers and members of FINRA/SIPC. For more information, visit our disclosures page. You may check the background of these firms by visiting FINRA's BrokerCheck.

Various Registered Investment Company products (“Third Party Funds”) offered by third party fund families and investment companies are made available on the platform. Some of these Third Party Funds are offered through Titan Global Technologies LLC. Other Third Party Funds are offered to advisory clients by Titan. Before investing in such Third Party Funds you should consult the specific supplemental information available for each product. Please refer to Titan's Program Brochure for important additional information. Certain Third Party Funds that are available on Titan’s platform are interval funds. Investments in interval funds are highly speculative and subject to a lack of liquidity that is generally available in other types of investments. Actual investment return and principal value is likely to fluctuate and may depreciate in value when redeemed. Liquidity and distributions are not guaranteed, and are subject to availability at the discretion of the Third Party Fund.

The cash sweep program is made available in coordination with Apex Clearing Corporation through Titan Global Technologies LLC. Please visit www.titan.com/legal for applicable terms and conditions and important disclosures.

Cryptocurrency advisory services are provided by Titan.

Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.

Contact Titan at support@titan.com. 508 LaGuardia Place NY, NY 10012.