Automated Stocks
Automated Stocks provides low-cost, diversified exposure to equities, comprised of a basket of passive ETFs.
Low-cost, diversified exposure
Basket of passive ETFs
Designed for passive investing
What are Automated Stocks?
Automated Stocks offers clients diversified equity exposure through a curated basket of ETFs—spanning large-cap stocks, dividend growers, and emerging market equities. Designed for passive investing, it brings broad, long-term growth potential to portfolios with simplicity and scale. We’ve always seen investing as a careful balance between concentration and diversification—concentration to ensure your winners make a meaningful impact, as is the goal with Flagship, and diversification across asset classes and holdings to help weather market cycles. That’s where Automated Stocks comes in.
Titan Flagship
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Key Facts
1
Asset Class
Stocks (via ETFs)
2
Advisory Fee
0.40%
3
Inception Date
February 3, 2023
4
Minimum Investment
$10
5
Withdrawal Interval
Daily
6
Tax Reporting
1099-DIV
See Disclosures
Disclosures
3. ETFs have operating expenses—referred to as expense ratios—charged by the ETF issuers. The figure shown reflects a weighted average of their publicly reported expense ratios. Actual expenses may vary from this estimate.
More info
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