Wednesday, Mar 24th 2021

Titan crosses $500 million


We just crossed $500 million in assets under management (AUM), a huge milestone we couldn't have achieved without you. And one we achieved in only three years time, making Titan one of the fastest growing advisors on record.

Given the events of the past year, we don't take our business's strength for granted. Our team has been working day and night to make Titan great for you. And we're still just in the first inning of our journey. We look forward to serving you for the long term.

The Other Menu

Titan's genesis was largely born out of frustration. The way we had managed money for wealthy clients was much different than the ETF-only approach often recommended to our own friends and family.

To us, Wall Street is like a restaurant. Have only $10,000? Here's the regular menu. Have $10 million? Let us show you to a private room in the back of the restaurant where you'll be served a 7-course meal.

We call this "the menu problem." 

This problem is the elephant in the room in consumer finance. Technology has sent shockwaves throughout many consumer finance categories - from banking to brokerage - but investment management remains stubbornly behind. We're determined to bridge the divide by building an inclusive operating system open to everyone.

No more walls. No more multiple menus. Plain and simple.

How You Can Help

Managing one's capital in a thoughtful way is important, especially during the pandemic. There's a lot of confusion and noise out there. It's important to have a game plan.

If you think any of your friends or family would benefit from being a Titan client, feel free to send them our way.

We're honored to manage over $500 million for 25,000+ clients from all walks of life. Capital management is a sacred trust that we don't take lightly.

We have even more exciting updates for you on the horizon. Stay tuned.


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