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Stocks

Why Stocks

When you buy stock in a company, you own part of the business. We believe that stocks should probably be considered the building blocks of any long-term investor’s portfolio. Stocks can be an essential part of the investor starter pack and are the most common way for beginners to start getting cash to work.


Flagship

by Titan

Flagship is our U.S. large cap strategy. We aim to invest Flagship clients in high-quality companies that can compound capital at a rate in excess of the S&P 500. Inception: 2/20/2018.

Portfolio Manager

Clayton Gardner

Chief Investment Officer

Key Facts

~15 - 20

Stocks

U.S. Only

Mandate

15%

Target Return

$521B

Average Market Cap


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.

Portfolio Manager

Clayton Gardner

Chief Investment Officer

Key Facts

~15 - 25

Stocks

U.S. Only

Mandate

15%

Target Return

$25B

Average Market Cap


Offshore

by Titan

Offshore is our international all-cap strategy, aimed at identifying the world’s best businesses in emerging and developed markets from China to Latin America and beyond. Inception: 4/6/2021.

Portfolio Manager

Clayton Gardner

Chief Investment Officer

Key Facts

~15 - 25

Stocks

Intl. Only

Mandate

15%

Target Return

$112B

Average Market Cap


Market Index

Titan Market Index is a passively managed index that aims to track the investment results of the S&P 500. Inception: 5/15/2000.

Key Facts

503

Holdings

U.S. Only

Mandate

IVV

Ticker


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. The smartest investors that represent large institutions have begun to add exposure to this asset class on the prospect of asymmetric upside. Although speculative, you may consider allocating a small portion of your investable capital here.


Crypto

by Titan

Crypto is an actively managed portfolio of cryptoassets that we believe are positioned for outstanding long-term returns with minimal correlation to equities and with attractive hedging qualities. Inception: 8/10/2021.

Portfolio Manager

Gritt Trakulhoon

Investment Analyst, Titan

Key Facts

~5 - 10

Coins

Cryptocurrencies

Mandate

15%

Target Return

$99B

Average Market Cap

Short-term results to date; not indicative of future results. Please review detailed disclosures related to Titan’s Crypto strategy available titan.com/legal. Titan Crypto is available to all U.S. residents except those residents of New York State. Cryptocurrency advisory services are provided by Titan Global Capital Management USA LLC, 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 and custody services are provided by Apex Crypto LLC (NMLS ID 1828849) through a software licensing agreement between Apex Crypto LLC and Titan Global Technologies LLC. Titan Global Technologies LLC is a registered broker-dealer and member of FINRA/SIPC. Please ensure that you fully understand the risks involved before trading. Please visit www.apexcrypto.com/legal for additional information and important disclosures.


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.

Portfolio Manager

Justin V. Plouffe

Managing Director and Partner, Carlyle

Key Facts

504

Holdings

Global

Mandate

8.84% avg. annual

Distribution rate (net of fees)

$2.0B

AUM

Data as of August 31, 2022


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.

Portfolio Manager

Earl Hunt

Fund Chairman, Trustee, and President

Key Facts

189

Holdings

Global

Mandate

7.29% avg. annual

Distribution Rate (net of fees)

$713.0M

AUM

Data as of September 30, 2022


Venture Capital

Why Venture Capital

Venture Capital is a form of alternative investing that provides financing to startups with exceptional 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. Some of the best companies of our time, like Alphabet, Stripe and Airbnb received their initial capital through venture capital investments – and many of those investors made a handsome return by taking these more speculative bets. Waiting to invest in companies as they go public may mean missing out on years of growth, that’s why 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.

Portfolio Manager

Cathie Wood

Founder, CEO & CIO, ARK Invest

Key Facts

~40

Target holdings

Venture Capital

Mandate


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 liquidity, 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.

Portfolio Manager

Randy I. Anderson

Portfolio Manager

Key Facts

136

Holdings (As of 8/29/2022)

Real Estate

Mandate

7.54%

Annualized return (As of 10/31/2022)*

$6B

AUM (As of 10/3/2022)

* Annualized Return is calculated by annualizing cumulative return (i.e., adjusting it for a period of one year). Annualized return includes capital appreciation and assumes a reinvestment of dividends and distributions.


Titan Cash 2.00% APY

Earn up to 2.0% with Titan Cash. This new offer applies to all Titan clients with at least $1,000 invested in any of our strategies up to $10,000. We believe every investor should hold some percentage of their portfolio in cash for a rainy day or emergency. Some say 3 months of living expenses, some say more, we just say “have some.”

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