How Titan helps protect your assets

“Before Titan, we were navigating complex equity compensation, concentrated stock positions, and tax decisions across multiple employers without a unified strategy. Sofia and the Titan team created a clear, personalized plan spanning our ByteDance, Databricks, and Apple equity, tax exposure, retirement accounts, and broader investments. They also helped us diversify our portfolio and consolidate investments across different platforms, giving us greater clarity and confidence that each decision supports our long-term goals.”

“As a tech employee, RSUs and ESPP are things that I actively own and invest in - and leave as-is without a second thought. Titan was great at regular comms and offers to speak to an advisor. It was one of those that got me chatting with Sofia where she patiently explained risk with concentration of investments and the key benefits of diversification, the pros and cons across each - and being pretty transparent about some of the investment areas. I now have a much less concentrated portfolio in company stock and a better outlook on longer term growth. Oh and the best part, Titan takes care of all of it, with regular communications and updates. If I didn't do this, I'd be sitting on capital that was volatile and not doing anything.”

“I invested $30K into Titan's Flagship strategy when they first launched. In the last ten years, what they’ve managed to ship consistently and in high quality has effectively made me move most of my wealth into their diverse offerings. As a high-performing tech exec, I need a team of smart individuals who are acutely focused on growth but are patient enough to tailor things to my needs. That’s what Titan offers.”

“Titan has been an incredibly helpful partner in navigating some complex financial decisions, particularly around my Databricks tender offer. Allison and Giovanni helped me think through the tax implications of my liquidity event, build a plan for diversifying the proceeds, and incorporate direct indexing in a tax-efficient way. They’ve been very resourceful and responsive throughout the process, and I’ve appreciated having a team I can turn to as questions come up.”

“My experience with Allison and The Titan team has been exceptional. What initially started with helping me diversify my Apple RSUs has grown into a broader financial planning relationship, including cash flow planning, IRA strategies, and thoughtful conversations around my long-term goals. Allison takes the time to understand what I’m working toward, walks me through future planning, and consistently recommends strategies and financial options that make sense for my goals. She and her team have been incredibly kind, knowledgeable, and helpful throughout the entire process.”

“For a long time, I was sitting on my RSUs, watching their value decline while hoping they would eventually recover. In hindsight, I realized that simply waiting was not an investment strategy — I was missing professional money management. After my first conversation with Sofia at Titan, the choice became clear: I could leave my RSUs to their own destiny, or put that capital in the hands of professionals with a disciplined investment approach. I chose the latter, and the results over a relatively short period of time validated that decision. More importantly, it changed the way I think about managing my investments. My only regret is that I wish I had done it sooner.”