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 provided by Titan. Cryptocurrency trading is provided by Apex Crypto LLC. Apex Crypto is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not securities and are not FDIC or SIPC insured. Apex Crypto is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Cryptocurrency execution services are provided by Apex Crypto LLC (NMLS ID 1828849) through a software licensing agreement between Apex Crypto LLC and Titan. Please ensure that you fully understand the risks involved before trading: apexcrypto.com/legal.
Cryptocurrency exchanges, as well as other intermediaries, custodians and vendors used to facilitate cryptocurrency transactions, are relatively new and largely unregulated in both the United States and many foreign jurisdictions. In addition to a higher level of operational risk than regulated futures or securities exchanges, cryptocurrency exchanges can experience volatile market movements, flash crashes, fraud, various forms of market manipulation, theft, transaction processing delays and other cybersecurity risks. Trading in cryptocurrencies may be halted by the various trading venues due to unusual trading activity, outages or other problems with a cryptocurrency platform. If Apex Crypto experiences such technical difficulties, those difficulties could prevent you from accessing the cryptocurrency in your Apex Crypto account. Apex Crypto and Titan may not have sufficient financial coverage through bonds, insurance or other products to repay your losses. Apex Crypto does not offer staking, so by using Apex Crypto for execution services, Titan Clients may be foregoing the ability to earn additional cryptocurrency.
INVESTMENTS IN CRYPTO ASSETS ARE HIGHLY SPECULATIVE AND VOLATILE AND ARE ONLY SUITABLE FOR INVESTORS WHO ARE WILLING TO BEAR THE RISK OF LOSS AND EXPERIENCE SHARP DRAWDOWNS. INVESTMENTS IN CRYPTO ASSETS ARE NOT INSURED OR GUARANTEED BY THE FEDERAL DEPOSIT INSURANCE CORPORATION (“FDIC”) OR ANY OTHER GOVERNMENTAL AGENCY. 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.
YOU ALONE ARE RESPONSIBLE FOR DETERMINING WHETHER ANY CONTENT, PRODUCT, SERVICE, SECURITY, OR OTHER FINANCIAL INSTRUMENT MENTIONED IS SUITABLE FOR YOUR PERSONAL FINANCIAL PURPOSES. PAST PERFORMANCE DATA, PERFORMANCE GRAPHS OR OTHER HISTORICAL INFORMATION ARE NOT A GUARANTEE OF FUTURE PERFORMANCE AND SHOULD NOT BE CONSTRUED AS INDICATIVE OF FUTURE RESULTS. YOU SHOULD CONSIDER YOUR INDIVIDUAL INVESTMENT OBJECTIVES AND RISK TOLERANCE BEFORE INVESTING. THE CONTENT PRESENTED IS NOT INTENDED TO PROVIDE YOU OR ANYONE ELSE WITH INVESTMENT, LEGAL, TAX, INSURANCE OR ANY OTHER KIND OF PROFESSIONAL ADVICE. YOU SHOULD CONSULT WITH YOUR FINANCIAL, TAX OR LEGAL PROFESSIONAL FOR ADVICE REGARDING YOUR SPECIFIC FINANCIAL, TAX OR LEGAL POSITIONS AND CIRCUMSTANCES.
Any historical returns, expected returns, or probability projections are purely hypothetical in nature and may not reflect actual or potential future performance. PLEASE NOTE: All Titan performance results related to equity strategies include the use of a personalized hedge by Titan for a hypothetical client with an “Aggressive” risk profile; those clients with “Moderate” or “Conservative” risk profiles would have experienced lower returns. Please visit Titan Hedging Disclosures for more information and full disclosures regarding Titan’s hedging process. As of 5/18/2020, Titan's Flagship strategy was broadened to enable more opportunistic trading and tax optimization.
“Inception Date” for Titan Flagship’s strategy is defined as 2/20/18 (or 2/28/18 for Betterment and PCI, as discussed more fully below). 2022 year-to-date results are measured from 1/1/22 through the Last Day of Previous Month. 2018 results are measured from Inception Date through 12/31/18. Annualized Returns represent the internal rate of return from Inception Date through the Last Day of Previous Month. The Inception Date for other Titan strategies varies. The Inception Date 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.
The performance results are shown for a hypothetical client with at least $10,000 in net assets with Titan. From 7/8/22 to 1/17/23, performance results included a 2% annual cash APY return for cash positions held in Titan Flagship, Titan Opportunities, Titan Offshore, and Titan Crypto (“Titan Strategies”). The 2% APY applied to a client’s first $10,000 of cash holdings in the Cash Sweep Program, and a payment of 0.5% APY was applied to all cash holdings over $10,000. On 1/18/2023, the annual cash APY increased to 3.20% and now applies to all cash holdings. Please visit Titan’s Cash Sweep Program Disclosures for more information. Results are shown net of fees and include dividends and other standard adjustments. All performance data is strictly illustrative in nature, represents best estimates based on available data, and may differ from actual results. Clients with less than $10,000 in net assets with Titan would have experienced lower returns net of fees given a different fee structure applied to smaller asset accounts. Please see Titan’s Fee Schedule available at www.titan.com/legal for more information and details.
These performance results represent performance of a hypothetical account invested in one of the Titan Strategies: Titan Flagship, Titan Opportunities, Titan Offshore, Titan Crypto, Automated Stocks, or Automated Bonds as of the aforementioned Inception Dates corresponding with the Titan strategy. Results apply Titan’s investment process for each respective strategy across an aggressive portfolio. All-Time (annualized) represents the internal rate of return (“IRR”) calculated net of fees and including dividends and other adjustments. IRR is calculated using Microsoft Excel’s XIRR function based on an illustrative hypothetical starting account value of $1,000 at Inception Date and its ending value on the Last Day of Previous Month.
Performance results for any Titan strategies as compared against the performance of Illustrative Benchmarks are also for informational purposes only. “Illustrative Benchmarks” include the Betterment 100% Stock Portfolio ("Betterment"), the Wealthfront Taxable Risk Score 10.0 Portfolio ("Wealthfront"), the Standard & Poor’s 500 Index (the “S&P 500”), the Russell 2000 Index (the "Russell 2000"), the MSCI ACWI ex US ETF ("MSCI World ex-US"), and the ARC USD Equity Risk Private Client Index ("PCI"). Titan’s investment program and strategies do not mirror that of the Illustrative Benchmarks, and volatility may be materially different from the volatility included in any Illustrative Benchmarks. The Illustrative Benchmarks are calculated and distributed exclusively by third parties, and not by Titan, and thus Titan cannot guarantee the accuracy or completeness of the data. Reference or comparison to an Illustrative Benchmark does not imply that Titan’s portfolio or strategies will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark.
The S&P 500, the Russell 2000, and the MSCI World ex-US are unmanaged market capitalization-weighted indices of common stocks chosen for market size, liquidity, and industry group representation to represent U.S. large cap, U.S. small/mid cap, and international equity performance, respectively. The S&P 500 and the Russell 2000 results include the reinvestment of dividends and do not reflect transaction costs. The MSCI World ex-US results reflect the expense ratio associated with the ETF, but do not reflect other transaction costs.
Any performance results have been prepared exclusively by Titan, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment principal is possible. Account holdings and related information are for illustrative purposes only and are not to be considered investment recommendations. Additional information, including Titan’s calculation methodologies and a full list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
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. 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 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. 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. 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.
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.
The Wealth 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.