Get a personalized recommendation or create your own mix.
Automated Bonds
Automated Stocks
Titan Flagship
Titan Opportunities
Titan Offshore
Carlyle Tactical Private Credit Fund
Apollo Diversified Credit Fund
ARK Venture Fund
Apollo Diversified Real Estate Fund
Crypto
Cash Reserve
Treasury
Traditional
Traditional investments are probably the ones you’re most familiar with: stocks and bonds. These allocations are the fundamental building blocks in the modern portfolio. We offer both automated and actively managed stock portfolios.
Bonds
Titan's automated strategies are a collection of ETFs that track bond and equity markets with a diversified exposure. We use Modern Portfolio Theory to base our selection and rebalance each strategy quarterly.
by Titan
The Titan Automated Bonds strategy encompasses a broad set of global bond markets, from emerging market debt to municipal bonds. Our rules-based approach aims to provide diversified exposure to bonds. Inception: 2/3/2023.
Key Facts
ETF Holdings
~5
Mandate
Global Bond
Current Holdings
GBIL, VTIP, EMB, VTEB, VCIT
Rebalancing
Quarterly
Stocks
Why Stocks
When you buy stock in a company, you own part of the business. Due to their accessibility and flexibility, stocks can be an essential part of the investor starter pack and are one of the most common ways for beginners to start putting their cash to work.
by Titan
The Titan Automated Stocks strategy allocates capital across a range of major equity markets, from U.S. large cap to emerging market equities. Our rules-based approach aims to deliver positive risk-adjusted returns in equities. Inception: 2/3/2023.
Key Facts
ETF Holdings
~3-6
Mandate
Global Equity
Current Holdings
IVV, VWO, VIG
Rebalancing
Quarterly
by Titan
Flagship is our U.S. large cap strategy. We aim to invest Flagship clients in companies that can compound capital at a rate in excess of the S&P 500. Inception: 2/20/2018.
Key Facts
Stocks
~15 - 20
Mandate
U.S. Only
Average Market Cap
$566B
Portfolio Manager
Clayton Gardner
Chief Investment Officer
by Titan
Opportunities is focused on identifying smaller, under-the-radar U.S. companies with asymmetric upside potential resulting from market dislocations or key catalyst events. Inception: 8/17/2020.
Key Facts
Stocks
~15 - 25
Mandate
U.S. Only
Average Market Cap
$27B
Portfolio Manager
Clayton Gardner
Chief Investment Officer
by Titan
Offshore is our international all-cap strategy, aimed at identifying the businesses in emerging and developed markets from China to Latin America and beyond. Inception: 4/6/2021.
Key Facts
Stocks
~15 - 25
Mandate
Intl. Only
Average Market Cap
$130B
Portfolio Manager
Clayton Gardner
Chief Investment Officer
Alternatives
Alternative investments are asset classes traditionally used by the ultra-wealthy such as hedge funds, real estate or private credit. While investments in alternative assets involve higher risks than traditional investing, these investments can provide enhanced risk-adjusted returns and increase your diversification. We offer access to alternatives at historically low minimums, with no accreditation requirements.
Credit
Why Credit
Credit is the money lent to companies by large investors/lenders like Carlyle or Apollo to fund operations or fuel future growth. In exchange for lending capital to companies, the company must compensate lenders with regular interest and principal payments over an agreed-upon time period. Payments by the company are contractual, and the credit funds on Titan aim to pay fund investors quarterly distributions of income ranging between 6-8% annualized. Credit also has a low correlation to equity markets, and can act as a stabilizer within a diversified portfolio.
by Carlyle
The Carlyle Tactical Private Credit Fund (“CTAC”) seeks to produce current income by leveraging Carlyle’s Global Credit platform, opportunistically shifting allocations across a wide range of credit types based on the current market environment. Inception: 6/4/2018.
Key Facts
Holdings¹
527
Mandate
Global
Annualized distribution rate (As of 3/31/23)²
10.89%
AUM¹
$2.3B
Portfolio Manager
Justin V. Plouffe
Managing Director and Partner, Carlyle
1. Data as of February 28, 2023. 2. Annualized distribution rate for the N share class as of 3/31/2023. Represents income, capital gains and return of capital (if any) in the stated reporting period. To date, there has been no return of capital in any of the distributions. Annualized distribution rate is calculated by taking the stated quarter’s distribution rate divided by the quarter-end NAV and annualizing, without compounding. See FAQ for how income distributions work.
by Apollo
Apollo Diversified Credit Fund's investment objective is to generate a return comprised of both current income and capital appreciation, emphasizing current income with low volatility and low correlation to the broader markets. Inception: 4/3/2017.
Key Facts
Holdings
154
Mandate
Global
Annualized distribution rate (As of 3/31/23)¹
9.1%
AUM
$775M
Portfolio Manager
Earl Hunt
Fund Chairman, Trustee, and President
View Risks & Disclosures
Data as of March 31, 2023. 1. The Fund’s distribution policy is to make quarterly distributions to shareholders. The Fund’s distribution rate is the amount, expressed as a percentage, a Fund investor would receive in distributions if the most recent Fund distribution stayed consistent going forward. It is calculated by annualizing the most recent Fund distribution. The percentage represents a single distribution from the Fund and does not represent the total returns of the Fund. Shareholders should not assume that the source of a distribution from the Fund is net profit. A portion of the Fund’s distributions includes return of capital. See FAQ for how income distributions work.
Venture Capital
Why Venture Capital
Venture Capital is a form of alternative investing that provides financing to startups with growth potential. VC’s invest in startups ranging in size from a founder with an idea, to companies that are earning billions in revenue and are nearing an IPO. Long term investors may look to allocate a small portion of capital to this asset class with an asymmetric return profile.
by ARK Invest
Through its open research process, ARK seeks to identify companies that are leading and benefiting from cross-sector innovations such as artificial intelligence, robotics, energy storage, DNA sequencing, and blockchain technology. Inception: 9/23/2022.
Key Facts
Target holdings
~40
Mandate
Venture Capital
Portfolio Manager
Cathie Wood
Founder, CEO & CIO, ARK Invest
Real Estate
Why Real Estate
The core focus of Real Estate is to provide investors with consistent, stable income throughout market cycles. The generally consistent cash flow, low correlation to equities, and historical appreciation have led to real estate evolving into an important part of the modern portfolio. Titan clients can now add recommended real estate strategies to their portfolio with low minimums, access to quarterly liquidity¹, and no accreditation requirements.
by Apollo
Apollo Diversified Real Estate Fund strategically invests in a combination of large, established private real estate funds and public real estate securities. The Fund's objective is to generate a return of current income and capital appreciation with moderate volatility and low correlation to the broader markets. Inception: 6/30/2014.
Key Facts
Holdings (As of 12/31/2022)
129
Mandate
Real Estate
Annualized distribution rate (As of 3/31/23)¹
5.22%
AUM (As of 3/31/23)
$5.66B
Portfolio Manager
Randy I. Anderson
Portfolio Manager
View Risks & Disclosures
1. The Fund’s distribution rate is the amount, expressed as a percentage, a Fund investor would receive in distributions if the most recent Fund distribution stayed consistent going forward. It is calculated by annualizing the most recent Fund distribution. The percentage represents a single distribution from the Fund and does not represent the total returns of the Fund. See FAQ for how income distributions work.
Cryptocurrency
Why Cryptocurrency
We live in a digital age and digital assets are expected to play a role in how we live our lives. Cryptocurrencies encourage more transparency, security, and reliability to streamline the global flow of capital. Although speculative, you may consider allocating a small portion of your investable capital here.
by Titan
Crypto is a professionally-managed portfolio of the two largest crypto assets – the leading store of value (Bitcoin) and the leading smart contract platform (Ethereum). Inception: 8/10/2021.
Key Facts
Coins
2
Current Holdings
BTC, ETH
Mandate
Cryptocurrencies
Rebalancing
Quarterly
Short-term results to date; not indicative of future results. Please review detailed disclosures available at titan.com/legal. Titan Crypto is available to all U.S. residents, subject to certain limitations applicable to residents of New York. Cryptocurrency advisory services are provided by Titan Global Capital Management USA LLC (“Titan”), an SEC registered investment adviser. Cryptocurrency trading is provided by Apex Crypto LLC. Apex Crypto LLC is not a registered broker-dealer nor 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. Please visit www.apexcrypto.com/legal for additional information and important disclosures.
Cash Vault
Cash Vault holds highly liquid assets in Cash Reserve and Treasury. Both offer interest rates higher than what’s offered through traditional savings accounts, secure funds, daily liquidity, and no maximum cap. We recommend everyone hold 3-6 months of living expenses in Cash Vault. Of course, we don’t charge fees for these accounts.
Cash Reserve
by Titan
Earn 3.20%* with Titan Cash Reserve, no maximum deposit cap. Cash is FDIC insured up to $5,000,000 while held with partner banks. If Cash Sweep is not enabled, cash interest will not apply but cash can still be held in this account and be used to invest into other Titan strategies.
*As of 5/1/2023. Subject to change. To receive FDIC insurance, you must opt in to Titan’s Cash Sweep Program. Apex Clearing Corporation, the program manager, at its discretion, selects one or more of its program banks at which to place your deposits.
Treasury
by Titan
Earn up to 5.06%* yield with Titan Treasury. These are US-backed securities and SIPC insured up to $500,000. We recommend the majority of your cash be held in Treasury so that it can earn higher interest. Cash Reserve should be used to house cash that you might need to move instantly or deposit into other strategies.
*As of 6/1/2023. Subject to change.
It's time to focus on the future of your wealth.