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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 to base our selection and rebalance each strategy quarterly.


Automated Bonds

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.


Automated Stocks

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


Titan Flagship

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


Titan Opportunities

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


Titan Offshore

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.


Carlyle Tactical Private Credit Fund

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.


Apollo Diversified Credit Fund

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

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.


ARK Venture Fund

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.


Apollo Diversified Real Estate Fund

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

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.


Crypto

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.

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