BUILT FOR LONG-TERM
Our Strategies
As a Titan client, you can choose one or more of Titan's award-winning investment strategies.
Flagship
Offshore
Opportunities
Crypto
FLAGSHIP
Our Mandate is to grow your capital at a high rate of return over a long period. To do so, we seek to invest in the best public businesses in the world at material discounts to their intrinsic value, while maintaining dry powder and opportunistically shorting, as needed.
- Clayton Gardner Chief Investment Officer
Titan Strategies
Established 2/20/2018
Flagship
Flagship is our award-winning, 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. These include household names such as Alphabet and Microsoft, as well as lesser-known companies like Transdigm or Alcon.
Stocks
15 - 25
Mandate
U.S. Only
Average Market Cap
$593B
Annualized Return
+9.8%
15 - 25
Stocks
U.S. Only
Mandate
$593B
Average Market Cap
+9.8%
Annualized Returns
Any historical returns, expected returns, or probability projections, are hypothetical in nature and may not reflect actual future performance. Important: All Titan performance results for equity strategies include the use of a personalized hedge for a hypothetical client with an “Aggressive” risk profile; clients with “Moderate” or “Conservative” risk profiles would have experienced lower returns. Please visit https://help.titan.com/en_us/hedging-HJGCoR_S9 for full disclosures on our hedging process. As of 5/18/2020, Titan's Flagship strategy was broadened to enable more opportunistic trading and tax optimization. Please visit https://help.titan.com/en_us/2020-strategy-updates-H1IfNJDIc for full details.
For Titan Flagship, “Inception Date” is defined as 2/20/18 (or 2/28/18 for Betterment and PCI). 2022 YTD results are measured from 1/1/22 through 7/31/22. 2018 results are measured from Inception Date through 12/31/18. Annualized Returns represent the internal rate of return from Inception Date through 4/30/22. For Titan Opportunities, “Inception Date” is defined as 8/17/20. For Titan Offshore, “Inception Date” is defined as 4/6/21. For Titan Crypto, “Inception Date” is defined as 8/10/21.
Performance results are shown for a hypothetical client with at least $10,000 in net transfers to Titan. Results are shown net of fees and include dividends and other adjustments. All performance data is strictly illustrative, may represent best estimates based on available data, and may differ from actual results. Clients with less than $10,000 in net transfers would have experienced lower returns net of fees given the change in fee structure for smaller asset accounts. See our Fee Schedule at titan.com/legal for more. Titan results represent performance of a hypothetical account created on Titan Flagship's, Opportunities', Offshore's, and Crypto's Inception Dates using Titan’s investment process for each strategy for an aggressive portfolio, not an actual amount. All-Time (annualized) represents internal rate of return (IRR) calculated net of fees and including dividends and other adjustments. IRR is calculated using Microsoft Excel’s XIRR function based on an illustrative starting Titan account value of $1,000 at Inception Date and its ending value on 7/31/22.
Results for Titan strategies as compared to the performance of Illustrative Benchmarks are for informational purposes only. “Illustrative Benchmarks” include the Betterment 100% Stock Portfolio ("Betterment"), Wealthfront Taxable Risk Score 10.0 Portfolio ("Wealthfront"), Standard & Poor’s 500 Index (the “S&P 500”), Russell 2000 Index (the "Russell 2000"), MSCI ACWI ex US ETF ("MSCI World ex-US"), the ARC USD Equity Risk Private Client Index ("PCI"), and the Bitwise 10 Large Cap Crypto Index ("Bitwise 10 Large Cap"). Titan’s investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that Titan’s portfolio will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500, Russell 2000, and MSCI World ex-US are unmanaged market capitalization-weighted indices of common stocks chosen for market size, liquidity, and industry group representation to represent U.S. large cap, U.S. small/mid cap, and international equity performance, respectively. S&P 500 and Russell 2000 results include the reinvestment of dividends and do not reflect transaction costs. MSCI World ex-US results reflect the expense ratio associated with the ETF but do not reflect other transaction costs. The Bitwise 10 Large Cap Crypto Index is an index comprised of the 10 most highly valued cryptocurrencies, screened and monitored by Bitwise for certain risks, weighted by market capitalization, and rebalanced monthly. Bitwise 10 Large Cap results do not reflect transaction costs.
Performance results were prepared by Titan, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
INVESTMENTS IN CRYPTO ASSETS ARE HIGHLY SPECULATIVE AND VOLATILE AND ARE ONLY SUITABLE FOR INVESTORS WHO ARE WILLING TO BEAR THE RISK OF LOSS AND EXPERIENCE SHARP DRAWDOWNS. INVESTMENTS IN CRYPTO ASSETS ARE NOT INSURED OR GUARANTEED BY THE FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC) OR ANY OTHER GOVERNMENTAL AGENCY. YOU ARE SOLELY RESPONSIBLE FOR EVALUATING THE MERITS AND RISKS ASSOCIATED WITH THE USE OF ANY INFORMATION, MATERIALS, CONTENT, USER CONTENT, OR THIRD PARTY CONTENT PROVIDED THROUGH BEFORE MAKING ANY DECISIONS BASED ON SUCH CONTENT. YOU ALONE ARE RESPONSIBLE FOR DETERMINING WHETHER ANY CONTENT, PRODUCT, SERVICE, SECURITY, OR OTHER FINANCIAL INSTRUMENT MENTIONED IS SUITABLE FOR YOUR PERSONAL FINANCIAL PURPOSES. PAST PERFORMANCE DATA, PERFORMANCE GRAPHS OR OTHER HISTORICAL INFORMATION ARE NOT A GUARANTEE OF FUTURE PERFORMANCE AND SHOULD NOT BE CONSTRUED AS INDICATIVE OF FUTURE RESULTS. YOU SHOULD CONSIDER YOUR INDIVIDUAL INVESTMENT OBJECTIVES AND RISK TOLERANCE BEFORE INVESTING. THE CONTENT PRESENTED IS NOT INTENDED TO PROVIDE YOU OR ANYONE ELSE WITH INVESTMENT, LEGAL, TAX, INSURANCE OR ANY OTHER KIND OF PROFESSIONAL ADVICE. YOU SHOULD CONSULT WITH A FINANCIAL, TAX OR LEGAL PROFESSIONAL FOR ADVICE REGARDING YOUR SPECIFIC FINANCIAL, TAX OR LEGAL POSITIONS AND CIRCUMSTANCES.
The visual content is for illustrative purposes only to demonstrate products, services and information available from Titan. Please see www.titan.com/disclosures for full disclosures.
Established 8/17/2020
Opportunities
Opportunities is focused on identifying smaller, under-the-radar U.S. companies with asymmetric upside potential resulting from market dislocations or key catalyst events. Opportunities includes companies like Digital Turbine, Hasbro, and NexGen Energy.
Stocks
15 - 25
Mandate
U.S. Only
Average Market Cap
$28B
Annualized Return
+11.6%
15 - 25
Stocks
U.S. Only
Mandate
$28B
Average Market Cap
+11.6%
Annualized Returns
Any historical returns, expected returns, or probability projections, are hypothetical in nature and may not reflect actual future performance. Important: All Titan performance results for equity strategies include the use of a personalized hedge for a hypothetical client with an “Aggressive” risk profile; clients with “Moderate” or “Conservative” risk profiles would have experienced lower returns. Please visit https://help.titan.com/en_us/hedging-HJGCoR_S9 for full disclosures on our hedging process. As of 5/18/2020, Titan's Flagship strategy was broadened to enable more opportunistic trading and tax optimization. Please visit https://help.titan.com/en_us/2020-strategy-updates-H1IfNJDIc for full details.
For Titan Flagship, “Inception Date” is defined as 2/20/18 (or 2/28/18 for Betterment and PCI). 2022 YTD results are measured from 1/1/22 through 7/31/22. 2018 results are measured from Inception Date through 12/31/18. Annualized Returns represent the internal rate of return from Inception Date through 4/30/22. For Titan Opportunities, “Inception Date” is defined as 8/17/20. For Titan Offshore, “Inception Date” is defined as 4/6/21. For Titan Crypto, “Inception Date” is defined as 8/10/21.
Performance results are shown for a hypothetical client with at least $10,000 in net transfers to Titan. Results are shown net of fees and include dividends and other adjustments. All performance data is strictly illustrative, may represent best estimates based on available data, and may differ from actual results. Clients with less than $10,000 in net transfers would have experienced lower returns net of fees given the change in fee structure for smaller asset accounts. See our Fee Schedule at titan.com/legal for more. Titan results represent performance of a hypothetical account created on Titan Flagship's, Opportunities', Offshore's, and Crypto's Inception Dates using Titan’s investment process for each strategy for an aggressive portfolio, not an actual amount. All-Time (annualized) represents internal rate of return (IRR) calculated net of fees and including dividends and other adjustments. IRR is calculated using Microsoft Excel’s XIRR function based on an illustrative starting Titan account value of $1,000 at Inception Date and its ending value on 7/31/22.
Results for Titan strategies as compared to the performance of Illustrative Benchmarks are for informational purposes only. “Illustrative Benchmarks” include the Betterment 100% Stock Portfolio ("Betterment"), Wealthfront Taxable Risk Score 10.0 Portfolio ("Wealthfront"), Standard & Poor’s 500 Index (the “S&P 500”), Russell 2000 Index (the "Russell 2000"), MSCI ACWI ex US ETF ("MSCI World ex-US"), the ARC USD Equity Risk Private Client Index ("PCI"), and the Bitwise 10 Large Cap Crypto Index ("Bitwise 10 Large Cap"). Titan’s investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that Titan’s portfolio will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500, Russell 2000, and MSCI World ex-US are unmanaged market capitalization-weighted indices of common stocks chosen for market size, liquidity, and industry group representation to represent U.S. large cap, U.S. small/mid cap, and international equity performance, respectively. S&P 500 and Russell 2000 results include the reinvestment of dividends and do not reflect transaction costs. MSCI World ex-US results reflect the expense ratio associated with the ETF but do not reflect other transaction costs. The Bitwise 10 Large Cap Crypto Index is an index comprised of the 10 most highly valued cryptocurrencies, screened and monitored by Bitwise for certain risks, weighted by market capitalization, and rebalanced monthly. Bitwise 10 Large Cap results do not reflect transaction costs.
Performance results were prepared by Titan, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
INVESTMENTS IN CRYPTO ASSETS ARE HIGHLY SPECULATIVE AND VOLATILE AND ARE ONLY SUITABLE FOR INVESTORS WHO ARE WILLING TO BEAR THE RISK OF LOSS AND EXPERIENCE SHARP DRAWDOWNS. INVESTMENTS IN CRYPTO ASSETS ARE NOT INSURED OR GUARANTEED BY THE FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC) OR ANY OTHER GOVERNMENTAL AGENCY. YOU ARE SOLELY RESPONSIBLE FOR EVALUATING THE MERITS AND RISKS ASSOCIATED WITH THE USE OF ANY INFORMATION, MATERIALS, CONTENT, USER CONTENT, OR THIRD PARTY CONTENT PROVIDED THROUGH BEFORE MAKING ANY DECISIONS BASED ON SUCH CONTENT. YOU ALONE ARE RESPONSIBLE FOR DETERMINING WHETHER ANY CONTENT, PRODUCT, SERVICE, SECURITY, OR OTHER FINANCIAL INSTRUMENT MENTIONED IS SUITABLE FOR YOUR PERSONAL FINANCIAL PURPOSES. PAST PERFORMANCE DATA, PERFORMANCE GRAPHS OR OTHER HISTORICAL INFORMATION ARE NOT A GUARANTEE OF FUTURE PERFORMANCE AND SHOULD NOT BE CONSTRUED AS INDICATIVE OF FUTURE RESULTS. YOU SHOULD CONSIDER YOUR INDIVIDUAL INVESTMENT OBJECTIVES AND RISK TOLERANCE BEFORE INVESTING. THE CONTENT PRESENTED IS NOT INTENDED TO PROVIDE YOU OR ANYONE ELSE WITH INVESTMENT, LEGAL, TAX, INSURANCE OR ANY OTHER KIND OF PROFESSIONAL ADVICE. YOU SHOULD CONSULT WITH A FINANCIAL, TAX OR LEGAL PROFESSIONAL FOR ADVICE REGARDING YOUR SPECIFIC FINANCIAL, TAX OR LEGAL POSITIONS AND CIRCUMSTANCES.
The visual content is for illustrative purposes only to demonstrate products, services and information available from Titan. Please see www.titan.com/disclosures for full disclosures.
Established 4/6/2021
Offshore
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.
Stocks
15 - 25
Mandate
Intl. Only
Average Market Cap
$120B
Annualized Return
-25.5%
15 - 25
Stocks
Intl. Only
Mandate
$120B
Average Market Cap
-25.5%
Annualized Returns
Any historical returns, expected returns, or probability projections, are hypothetical in nature and may not reflect actual future performance. Important: All Titan performance results for equity strategies include the use of a personalized hedge for a hypothetical client with an “Aggressive” risk profile; clients with “Moderate” or “Conservative” risk profiles would have experienced lower returns. Please visit https://help.titan.com/en_us/hedging-HJGCoR_S9 for full disclosures on our hedging process. As of 5/18/2020, Titan's Flagship strategy was broadened to enable more opportunistic trading and tax optimization. Please visit https://help.titan.com/en_us/2020-strategy-updates-H1IfNJDIc for full details.
For Titan Flagship, “Inception Date” is defined as 2/20/18 (or 2/28/18 for Betterment and PCI). 2022 YTD results are measured from 1/1/22 through 7/31/22. 2018 results are measured from Inception Date through 12/31/18. Annualized Returns represent the internal rate of return from Inception Date through 4/30/22. For Titan Opportunities, “Inception Date” is defined as 8/17/20. For Titan Offshore, “Inception Date” is defined as 4/6/21. For Titan Crypto, “Inception Date” is defined as 8/10/21.
Performance results are shown for a hypothetical client with at least $10,000 in net transfers to Titan. Results are shown net of fees and include dividends and other adjustments. All performance data is strictly illustrative, may represent best estimates based on available data, and may differ from actual results. Clients with less than $10,000 in net transfers would have experienced lower returns net of fees given the change in fee structure for smaller asset accounts. See our Fee Schedule at titan.com/legal for more. Titan results represent performance of a hypothetical account created on Titan Flagship's, Opportunities', Offshore's, and Crypto's Inception Dates using Titan’s investment process for each strategy for an aggressive portfolio, not an actual amount. All-Time (annualized) represents internal rate of return (IRR) calculated net of fees and including dividends and other adjustments. IRR is calculated using Microsoft Excel’s XIRR function based on an illustrative starting Titan account value of $1,000 at Inception Date and its ending value on 7/31/22.
Results for Titan strategies as compared to the performance of Illustrative Benchmarks are for informational purposes only. “Illustrative Benchmarks” include the Betterment 100% Stock Portfolio ("Betterment"), Wealthfront Taxable Risk Score 10.0 Portfolio ("Wealthfront"), Standard & Poor’s 500 Index (the “S&P 500”), Russell 2000 Index (the "Russell 2000"), MSCI ACWI ex US ETF ("MSCI World ex-US"), the ARC USD Equity Risk Private Client Index ("PCI"), and the Bitwise 10 Large Cap Crypto Index ("Bitwise 10 Large Cap"). Titan’s investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that Titan’s portfolio will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500, Russell 2000, and MSCI World ex-US are unmanaged market capitalization-weighted indices of common stocks chosen for market size, liquidity, and industry group representation to represent U.S. large cap, U.S. small/mid cap, and international equity performance, respectively. S&P 500 and Russell 2000 results include the reinvestment of dividends and do not reflect transaction costs. MSCI World ex-US results reflect the expense ratio associated with the ETF but do not reflect other transaction costs. The Bitwise 10 Large Cap Crypto Index is an index comprised of the 10 most highly valued cryptocurrencies, screened and monitored by Bitwise for certain risks, weighted by market capitalization, and rebalanced monthly. Bitwise 10 Large Cap results do not reflect transaction costs.
Performance results were prepared by Titan, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
INVESTMENTS IN CRYPTO ASSETS ARE HIGHLY SPECULATIVE AND VOLATILE AND ARE ONLY SUITABLE FOR INVESTORS WHO ARE WILLING TO BEAR THE RISK OF LOSS AND EXPERIENCE SHARP DRAWDOWNS. INVESTMENTS IN CRYPTO ASSETS ARE NOT INSURED OR GUARANTEED BY THE FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC) OR ANY OTHER GOVERNMENTAL AGENCY. YOU ARE SOLELY RESPONSIBLE FOR EVALUATING THE MERITS AND RISKS ASSOCIATED WITH THE USE OF ANY INFORMATION, MATERIALS, CONTENT, USER CONTENT, OR THIRD PARTY CONTENT PROVIDED THROUGH BEFORE MAKING ANY DECISIONS BASED ON SUCH CONTENT. YOU ALONE ARE RESPONSIBLE FOR DETERMINING WHETHER ANY CONTENT, PRODUCT, SERVICE, SECURITY, OR OTHER FINANCIAL INSTRUMENT MENTIONED IS SUITABLE FOR YOUR PERSONAL FINANCIAL PURPOSES. PAST PERFORMANCE DATA, PERFORMANCE GRAPHS OR OTHER HISTORICAL INFORMATION ARE NOT A GUARANTEE OF FUTURE PERFORMANCE AND SHOULD NOT BE CONSTRUED AS INDICATIVE OF FUTURE RESULTS. YOU SHOULD CONSIDER YOUR INDIVIDUAL INVESTMENT OBJECTIVES AND RISK TOLERANCE BEFORE INVESTING. THE CONTENT PRESENTED IS NOT INTENDED TO PROVIDE YOU OR ANYONE ELSE WITH INVESTMENT, LEGAL, TAX, INSURANCE OR ANY OTHER KIND OF PROFESSIONAL ADVICE. YOU SHOULD CONSULT WITH A FINANCIAL, TAX OR LEGAL PROFESSIONAL FOR ADVICE REGARDING YOUR SPECIFIC FINANCIAL, TAX OR LEGAL POSITIONS AND CIRCUMSTANCES.
The visual content is for illustrative purposes only to demonstrate products, services and information available from Titan. Please see www.titan.com/disclosures for full disclosures.
Short-term results to date; not indicative of future.
Established 8/10/2021
Crypto
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.
Coins
~5 - 10
Mandate
Cryptocurrencies
Average Market Cap
$99B
Annualized Return
-47.8%
~5 - 10
Coins
Cryptocurrencies
Mandate
$99B
Average Market Cap
-47.8%
Annualized Returns
Any historical returns, expected returns, or probability projections, are hypothetical in nature and may not reflect actual future performance. Important: All Titan performance results for equity strategies include the use of a personalized hedge for a hypothetical client with an “Aggressive” risk profile; clients with “Moderate” or “Conservative” risk profiles would have experienced lower returns. Please visit https://help.titan.com/en_us/hedging-HJGCoR_S9 for full disclosures on our hedging process. As of 5/18/2020, Titan's Flagship strategy was broadened to enable more opportunistic trading and tax optimization. Please visit https://help.titan.com/en_us/2020-strategy-updates-H1IfNJDIc for full details.
For Titan Flagship, “Inception Date” is defined as 2/20/18 (or 2/28/18 for Betterment and PCI). 2022 YTD results are measured from 1/1/22 through 7/31/22. 2018 results are measured from Inception Date through 12/31/18. Annualized Returns represent the internal rate of return from Inception Date through 4/30/22. For Titan Opportunities, “Inception Date” is defined as 8/17/20. For Titan Offshore, “Inception Date” is defined as 4/6/21. For Titan Crypto, “Inception Date” is defined as 8/10/21.
Performance results are shown for a hypothetical client with at least $10,000 in net transfers to Titan. Results are shown net of fees and include dividends and other adjustments. All performance data is strictly illustrative, may represent best estimates based on available data, and may differ from actual results. Clients with less than $10,000 in net transfers would have experienced lower returns net of fees given the change in fee structure for smaller asset accounts. See our Fee Schedule at titan.com/legal for more. Titan results represent performance of a hypothetical account created on Titan Flagship's, Opportunities', Offshore's, and Crypto's Inception Dates using Titan’s investment process for each strategy for an aggressive portfolio, not an actual amount. All-Time (annualized) represents internal rate of return (IRR) calculated net of fees and including dividends and other adjustments. IRR is calculated using Microsoft Excel’s XIRR function based on an illustrative starting Titan account value of $1,000 at Inception Date and its ending value on 7/31/22.
Results for Titan strategies as compared to the performance of Illustrative Benchmarks are for informational purposes only. “Illustrative Benchmarks” include the Betterment 100% Stock Portfolio ("Betterment"), Wealthfront Taxable Risk Score 10.0 Portfolio ("Wealthfront"), Standard & Poor’s 500 Index (the “S&P 500”), Russell 2000 Index (the "Russell 2000"), MSCI ACWI ex US ETF ("MSCI World ex-US"), the ARC USD Equity Risk Private Client Index ("PCI"), and the Bitwise 10 Large Cap Crypto Index ("Bitwise 10 Large Cap"). Titan’s investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that Titan’s portfolio will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500, Russell 2000, and MSCI World ex-US are unmanaged market capitalization-weighted indices of common stocks chosen for market size, liquidity, and industry group representation to represent U.S. large cap, U.S. small/mid cap, and international equity performance, respectively. S&P 500 and Russell 2000 results include the reinvestment of dividends and do not reflect transaction costs. MSCI World ex-US results reflect the expense ratio associated with the ETF but do not reflect other transaction costs. The Bitwise 10 Large Cap Crypto Index is an index comprised of the 10 most highly valued cryptocurrencies, screened and monitored by Bitwise for certain risks, weighted by market capitalization, and rebalanced monthly. Bitwise 10 Large Cap results do not reflect transaction costs.
Performance results were prepared by Titan, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
INVESTMENTS IN CRYPTO ASSETS ARE HIGHLY SPECULATIVE AND VOLATILE AND ARE ONLY SUITABLE FOR INVESTORS WHO ARE WILLING TO BEAR THE RISK OF LOSS AND EXPERIENCE SHARP DRAWDOWNS. INVESTMENTS IN CRYPTO ASSETS ARE NOT INSURED OR GUARANTEED BY THE FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC) OR ANY OTHER GOVERNMENTAL AGENCY. YOU ARE SOLELY RESPONSIBLE FOR EVALUATING THE MERITS AND RISKS ASSOCIATED WITH THE USE OF ANY INFORMATION, MATERIALS, CONTENT, USER CONTENT, OR THIRD PARTY CONTENT PROVIDED THROUGH BEFORE MAKING ANY DECISIONS BASED ON SUCH CONTENT. YOU ALONE ARE RESPONSIBLE FOR DETERMINING WHETHER ANY CONTENT, PRODUCT, SERVICE, SECURITY, OR OTHER FINANCIAL INSTRUMENT MENTIONED IS SUITABLE FOR YOUR PERSONAL FINANCIAL PURPOSES. PAST PERFORMANCE DATA, PERFORMANCE GRAPHS OR OTHER HISTORICAL INFORMATION ARE NOT A GUARANTEE OF FUTURE PERFORMANCE AND SHOULD NOT BE CONSTRUED AS INDICATIVE OF FUTURE RESULTS. YOU SHOULD CONSIDER YOUR INDIVIDUAL INVESTMENT OBJECTIVES AND RISK TOLERANCE BEFORE INVESTING. THE CONTENT PRESENTED IS NOT INTENDED TO PROVIDE YOU OR ANYONE ELSE WITH INVESTMENT, LEGAL, TAX, INSURANCE OR ANY OTHER KIND OF PROFESSIONAL ADVICE. YOU SHOULD CONSULT WITH A FINANCIAL, TAX OR LEGAL PROFESSIONAL FOR ADVICE REGARDING YOUR SPECIFIC FINANCIAL, TAX OR LEGAL POSITIONS AND CIRCUMSTANCES.
The visual content is for illustrative purposes only to demonstrate products, services and information available from Titan. Please see www.titan.com/disclosures for full disclosures.
Short-term results to date; not indicative of future. Titan Crypto is available to all U.S. residents except those with home addresses in New York. Cryptocurrency advisory services are provided by Titan Global Capital Management USA LLC. Cryptocurrency trading is provided by Apex Crypto LLC. Apex Crypto is not a registered broker-dealer or 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 FINRA/SIPC. Please ensure that you fully understand the risks involved before trading: apexcrypto.com/legal.
Hedging
Across all of our equity strategies, we offer downside protection that's tailored to individual risk tolerances. This allows our clients to potentially earn profits when the market declines. It's the reason we were ranked the #1 investment advisor out of 60+ others for equity returns during the COVID-19 crisis.
Any historical returns, expected returns, or probability projections, are hypothetical in nature and may not reflect actual future performance. Important: All Titan performance results for equity strategies include the use of a personalized hedge for a hypothetical client with an “Aggressive” risk profile; clients with “Moderate” or “Conservative” risk profiles would have experienced lower returns. Please visit https://help.titan.com/en_us/hedging-HJGCoR_S9 for full disclosures on our hedging process. As of 5/18/2020, Titan's Flagship strategy was broadened to enable more opportunistic trading and tax optimization. Please visit https://help.titan.com/en_us/2020-strategy-updates-H1IfNJDIc for full details.
For Titan Flagship, “Inception Date” is defined as 2/20/18 (or 2/28/18 for Betterment and PCI). 2022 YTD results are measured from 1/1/22 through 7/31/22. 2018 results are measured from Inception Date through 12/31/18. Annualized Returns represent the internal rate of return from Inception Date through 4/30/22. For Titan Opportunities, “Inception Date” is defined as 8/17/20. For Titan Offshore, “Inception Date” is defined as 4/6/21. For Titan Crypto, “Inception Date” is defined as 8/10/21.
Performance results are shown for a hypothetical client with at least $10,000 in net transfers to Titan. Results are shown net of fees and include dividends and other adjustments. All performance data is strictly illustrative, may represent best estimates based on available data, and may differ from actual results. Clients with less than $10,000 in net transfers would have experienced lower returns net of fees given the change in fee structure for smaller asset accounts. See our Fee Schedule at titan.com/legal for more. Titan results represent performance of a hypothetical account created on Titan Flagship's, Opportunities', Offshore's, and Crypto's Inception Dates using Titan’s investment process for each strategy for an aggressive portfolio, not an actual amount. All-Time (annualized) represents internal rate of return (IRR) calculated net of fees and including dividends and other adjustments. IRR is calculated using Microsoft Excel’s XIRR function based on an illustrative starting Titan account value of $1,000 at Inception Date and its ending value on 7/31/22.
Results for Titan strategies as compared to the performance of Illustrative Benchmarks are for informational purposes only. “Illustrative Benchmarks” include the Betterment 100% Stock Portfolio ("Betterment"), Wealthfront Taxable Risk Score 10.0 Portfolio ("Wealthfront"), Standard & Poor’s 500 Index (the “S&P 500”), Russell 2000 Index (the "Russell 2000"), MSCI ACWI ex US ETF ("MSCI World ex-US"), the ARC USD Equity Risk Private Client Index ("PCI"), and the Bitwise 10 Large Cap Crypto Index ("Bitwise 10 Large Cap"). Titan’s investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that Titan’s portfolio will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500, Russell 2000, and MSCI World ex-US are unmanaged market capitalization-weighted indices of common stocks chosen for market size, liquidity, and industry group representation to represent U.S. large cap, U.S. small/mid cap, and international equity performance, respectively. S&P 500 and Russell 2000 results include the reinvestment of dividends and do not reflect transaction costs. MSCI World ex-US results reflect the expense ratio associated with the ETF but do not reflect other transaction costs. The Bitwise 10 Large Cap Crypto Index is an index comprised of the 10 most highly valued cryptocurrencies, screened and monitored by Bitwise for certain risks, weighted by market capitalization, and rebalanced monthly. Bitwise 10 Large Cap results do not reflect transaction costs.
Performance results were prepared by Titan, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
INVESTMENTS IN CRYPTO ASSETS ARE HIGHLY SPECULATIVE AND VOLATILE AND ARE ONLY SUITABLE FOR INVESTORS WHO ARE WILLING TO BEAR THE RISK OF LOSS AND EXPERIENCE SHARP DRAWDOWNS. INVESTMENTS IN CRYPTO ASSETS ARE NOT INSURED OR GUARANTEED BY THE FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC) OR ANY OTHER GOVERNMENTAL AGENCY. YOU ARE SOLELY RESPONSIBLE FOR EVALUATING THE MERITS AND RISKS ASSOCIATED WITH THE USE OF ANY INFORMATION, MATERIALS, CONTENT, USER CONTENT, OR THIRD PARTY CONTENT PROVIDED THROUGH BEFORE MAKING ANY DECISIONS BASED ON SUCH CONTENT. YOU ALONE ARE RESPONSIBLE FOR DETERMINING WHETHER ANY CONTENT, PRODUCT, SERVICE, SECURITY, OR OTHER FINANCIAL INSTRUMENT MENTIONED IS SUITABLE FOR YOUR PERSONAL FINANCIAL PURPOSES. PAST PERFORMANCE DATA, PERFORMANCE GRAPHS OR OTHER HISTORICAL INFORMATION ARE NOT A GUARANTEE OF FUTURE PERFORMANCE AND SHOULD NOT BE CONSTRUED AS INDICATIVE OF FUTURE RESULTS. YOU SHOULD CONSIDER YOUR INDIVIDUAL INVESTMENT OBJECTIVES AND RISK TOLERANCE BEFORE INVESTING. THE CONTENT PRESENTED IS NOT INTENDED TO PROVIDE YOU OR ANYONE ELSE WITH INVESTMENT, LEGAL, TAX, INSURANCE OR ANY OTHER KIND OF PROFESSIONAL ADVICE. YOU SHOULD CONSULT WITH A FINANCIAL, TAX OR LEGAL PROFESSIONAL FOR ADVICE REGARDING YOUR SPECIFIC FINANCIAL, TAX OR LEGAL POSITIONS AND CIRCUMSTANCES.
The visual content is for illustrative purposes only to demonstrate products, services and information available from Titan. Please see www.titan.com/disclosures for full disclosures.
Key facts
≥$10,000 Net Deposits
1% AUM Per Year
<$10,000 Net Deposits
$5 per month
Performance Fee
0.00%
Minimum Investment
$100
Lock-ups
None
Investor Qualifications
U.S. Only
SIPC Insurance
Up to $500K
Please see our Disclosures and Advisory Agreement
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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 our 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. 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 are for illustrative purposes only and are not 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.
Refer to Titan's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Titan’s fees. 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. Brokerage services are provided to Titan Clients by Titan Global Technologies LLC and Apex Clearing Corporation, both registered broker-dealers and members FINRA/SIPC. For more information, see our disclosures. Contact: 508 LaGuardia Place NY, NY 10012. Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice. Check the background of these firms on FINRA's BrokerCheck.
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