We like to keep things straightforward.
Custody and Clearing
Apex Clearing, Apex Crypto
Lowenstein Sandler LP
Up to $500K
Here are a few other common ones. If we haven’t answered your question, feel free to reach out to us at firstname.lastname@example.org. We’re here for you.
Titan is an active investment platform geared towards long term investors. With a suite of equity, crypto and alternative investments, Titan is built to grow your wealth over the long-term.
Yes. Titan clients can transfer most retirement accounts to Titan including a 401(k) or 403(b), a Traditional IRA, Roth IRA, SEP IRA, Simple IRA and more. Questions? Email email@example.com to speak with our rollover concierge today to see what’s in your best interest.
No. You do not need to be accredited to invest in Titan strategies. By removing accreditation requirements, we hope to enable investors of all backgrounds to diversify across recommended asset classes.
Titan fees are advisory fees charged by Titan. They can range from $5/month to 1%/year depending on invested capital. Fund fees vary depending on the investment offering. They may include a management fee and other expenses, such as a performance fee with a hurdle rate and/or other charges, as disclosed in the applicable prospectus. Here is an overview of the fees our partners charge.
Stock and crypto strategies offer daily liquidity. Capital invested in partner strategies are subject to limited liquidity with quarterly repurchase offerings. To learn more, click here.
Keeping our clients informed about their portfolio is at the heart of what we do. Clients will receive a trade update via email and in the app that provides insights into trade activity. Clients with capital invested in partner strategies will receive quarterly updates from the funds that highlight changes and activities for the quarter, and we’ll publish industry updates on an ongoing basis.
Titan has a team of investment analysts that are making investment decisions on your behalf. For capital that is invested with our partners, we have carefully curated a suite of recommended offerings to invest your capital with who we believe to be some of the most iconic investment institutions.
These institutions have catered their investment insights to some of the largest institutions in the world - providing alternative investment offerings to endowments and pension funds among others. They have historically had high minimums and restricted access - Titan set out on a mission to change this by providing a platform for investors of all backgrounds to gain access to these iconic institutions and their investment processes.
We take security very seriously. We protect all your personal data and financial information using Secure Sockets Layer (SSL) and 256-bit encryption. Your assets are held at our custodian Apex Clearing, one of the leading custodians across the financial technology industry.
Titan as a business is incredibly well capitalized. If for whatever reason Titan was no longer in the picture, each of our clients have SIPC insurance up to $500k for each account. Your assets are custodied at Apex Clearing, one of the leading custodians across the financial technology industry.
Titan has carefully curated a suite of investment products that lean on the experience and resources of some of the most iconic institutions in the world. In the world of alternative investing, we believe there is a class above the rest and are proud to introduce these partners to our Titan clients. Titan’s due diligence process for third party (“3P”) products involves two steps: Investment Due Diligence Review (“IDD”), which screens for investment suitability, and is performed by members of Titan’s product and investment management teams, and Operational Due Diligence (“ODD”) review, which screens for legal and regulatory compliance and risk management and operational suitability, and is performed by members of Titan’s legal, compliance, and CTO.
Clients will receive a customized recommendation based on their risk tolerance, goals, time horizon, outside investments, and liquidity needs. We are solving for something that has likely never been done before - a multi-asset allocation for the everyday investor regardless of income or investment size. Rooted in long term economic theory and deep due diligence, our suggested allocation rivals how some of the most impressive institutions in the world invest capital.
The answer to this question comes down to your goals, net worth and time horizon. We generally recommend that all investors have 3-6 months of expenses available in cash. Once you have this rainy day fund, we encourage clients to take advantage of the recurring deposit feature in order to get capital to work over a long time horizon. The recurring deposits mitigate the risk of mistiming the market while using the volatility to your advantage - a process called dollar-cost-averaging. You are welcome to schedule a time with our investor relations team to discuss your personal goals in more detail.
No. You are not investing in a hedge fund. Hedge funds pool their investors’ dollars and each investor is treated the same. All Titan clients have a separately managed account, and we personalize your allocation based on your risk tolerance and investment goals. Titan invests you like an active manager, with the personalization of an advisor in your pocket.
We are currently only available to U.S. citizens, green card holders, and holders of certain visas. Our clients must have a U.S. residential mailing address. We hope to expand internationally in the future and will let you know when we do.
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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 (“RIC”) products offered by third-party fund families and investment companies are made available on the platform. Certain of these RIC products are offered through Titan Global Technologies LLC. Other RIC products are offered to advisory clients by Titan. Before investing in such RIC products you should consult the specific supplemental information available for each product. Please refer to Titan's Program Brochure for important additional information.
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 and custody services are provided by Apex Crypto LLC (NMLS ID 1828849) through a software licensing agreement between Apex Crypto LLC and Titan Global Technologies LLC. Please ensure that you fully understand the risks involved before trading: www.apexcrypto.com/legal.
Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.
Contact Titan at firstname.lastname@example.org. 508 LaGuardia Place NY, NY 10012.