ResearchTitan ranked #1 investment advisor in Q3

Titan ranked #1 investment advisor in Q3

Nov 10, 2020

We're pleased to announce that Titan was once again ranked #1 out of 80+ investment advisors for both total equity returns and excess returns.

As of Q3, Titan's after-fees results continue to top those of every other investment advisor tracked by Backend Benchmarking, including Fidelity, Vanguard, Personal Capital, TD Ameritrade, E*Trade, Wealthfront, and Betterment. 

Titan has now been ranked #1 for excess returns for four consecutive quarters. Over the past year, Titan has outperformed the next best performer on equity returns by nearly 2x while delivering stronger excess returns and risk-adjusted returns.

Below are some highlights from the Q3 Robo Report. For the full report, please click the View Full Report button above.

Total Returns

Source: Backend Benchmarking. Represents total taxable equity portfolio returns through Q3 2020. The Robo Report is published each quarter. It measures portfolio performance from real accounts tracked by Backend Benchmarking, a third-party financial portfolio analytics platform. Results show Titan's net returns (after fees) for an Aggressive client in Q3 2020. See page 23.

Looking ahead##

"Titan continues to shine with its stellar active management." - Backend Benchmarking (Nov. 2020)

Reminder: We make high-conviction bets in first-class companies that we believe can deliver outsized returns, while hedging your portfolio to protect your capital during periods of volatility. 

Just yesterday, positive vaccine data from Pfizer brought prospects of a broader economic recovery even closer to reality, driving portfolio companies Booking (BKNG), Disney (DIS), Mastercard (MA), and Transdigm (TDG) each up >9%.

While most investors today are focused on the impact of additional coronavirus developments on the forward outlook, we believe that the Titan strategies are extremely well-positioned regardless of the exact path of events from here on out.

If you've been holding excess cash on the sidelines, we would recommend deploying it. You should own a bigger piece of these companies with a cyclical recovery now in clearer sight.

Let us know if you have any questions. As always, we'll be working hard to deliver you the best results for your capital.

Disclosures: The returns shown above are based on a "normalized benchmarking" process undertaken by Backend Benchmarking: "The percentage allocated to equities in a portfolio is one of the largest drivers of returns. Because of this, comparing two portfolios that have a different level of equity allocation is difficult and can be misleading. Normalized Benchmarking controls for differences in equity holdings by adjusting the benchmark to match the equity/fixed income ratio of the portfolio. When this is done across a group of portfolios, the portfolios can then be measured against each other by their return above or below the benchmark specific to the portfolio."

In the Ranking portion of the report, Backend Benchmarking limits the robos to those that had a minimum of 2.25 years performance history within the account they track. This is why Titan among many other robo advisors are not covered in the Robo Ranking section of the report yet. We look forward to being covered in the full Robo Ranking in the future.

Cash Management

Smart Cash

Smart Cash FAQs

Cash Options

Get Smart Cash

InstagramTwitterYoutubeLinkedIn

© 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.