详细内容
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How Titan is helping Big Tech Employees
Wealth managed from the palm of your hand
The modern wealth advisor,
built for the age of acceleration
Assets Under Management
$1.1B
Average Client CAGR
10.7%
Awards Won
10
See Disclosures
OUR DIFFERENCE
Service you'd expect on Wall Street—seamless, available, and to-the-minute
Titan clients have historically compounded on average 10.72% annually.
A dedicated wealth team that responds in minutes, not days.
Full-service wealth advisory, from managing RSUs to retirement planning and beyond.
“One tap” access to your wealth with 360° visibility.
Performance represents net annualized return (2/20/18 - 12/31/24). See disclosures.
Award-winning firm , built to grow wealth
We’ve built proprietary investment products across asset classes.
Titan Flagship
Large Cap Growth
Titan Opportunities
Small/Mid Cap Growth
Titan Offshore
International Growth
Smart Treasury
High-Yield Cash
PRICING
We work hard to keep our fees simple and very low
0.40
%
Annual Fee
500
$
Minimum
Dedicated wealth team
Professional management
Fast service
Real-time transparency
See Disclosures
Traditional Wealth Advisor
1
%
Annual Fee
500,000
$
Minimum
Dedicated advisor team
Professional management
Fast service
Real-time transparency
Seamlessly handling high-stakes money situations for our clients
We helped a Block employee turn his 25% RSU concentration into a debt-free diversification strategy
He was a former Square engineer with a lot of his wealth tied up in his employer’s stock.
We turned a tech exec's idle $98,000 into $4,000+ in annual returns
A sales executive was leaving money on the table, earning only 0.05% APY at Schwab.
We consolidated an entertainment couple's nine scattered accounts
We were able to increase their overall yield, too.
Sumit
Square Engineer
RSU Diversification
Catherine
Tech Executive
Yield Optimization
John
Married
Account Consolidation
See Disclosures
We left Wall Street to manage your capital
Our beautifully simple app lets you keep tabs on the go
Our Thinking
10 Financial Moves to Make Before Year-End
Wealth Advisory
By Jack Sullivan
4 MIN READ
Succession Planning: Protecting Your Business and Your Family
Business Owner
By Allison Copsey
2 MIN READ
Overconcentration: The Hidden Risk for Business Owners
Business Owner
By Aahana Chatterjee
2 MIN READ
Your wealth must not miss the age of acceleration
The next major tailwind of economic progress has arrived. That’s where Titan comes in.
A world of wealth awaits
Disclosures
**Assets Under Management**: AUM data is as of 12/31/2024
**Average Client CAGR**: Titan's performance figure represents the net annualized return since 2/20/2018, when Titan launched, and is a composite of the median aggregate performance of all client accounts and portfolio allocations as of 12/31/2024. This includes all strategies and third-party funds added over time, with performance figures accounting for the reinvestment of dividends and net of advisory and membership fees (where applicable). The 5-year annualized return is 12.38% (1/01/2020 - 12/31/2024), and the 1-year cumulative return is 21.1% (1/01/2024 - 12/31/2024). Past performance is not indicative of future results. All investments carry risk, including the potential loss of principal, and investment growth is not guaranteed.
**Awards Won**: Awards and recognitions are based on independent evaluations using differing criteria and are not indicative of future performance or client experience. Details available upon request.
Disclosures
Titan's performance figure represents the annualized return since 2/20/2018, when Titan launched, and is a composite of the median aggregate performance of all client accounts and portfolio allocations as of 12/31/2024. This includes all strategies and third-party funds added over time, with performance figures accounting for the reinvestment of dividends and net of advisory and membership fees (where applicable). The 5-year annualized return is 12.38% (1/01/2020 - 12/31/2024), and the 1-year cumulative return is 21.1% (1/01/2024 - 12/31/2024). Past performance is not indicative of future results. All investments carry risk, including the potential loss of principal, and investment growth is not guaranteed.
Titan Flagship
Flagship is our longest-standing actively managed U.S. equity strategy. It focuses on large cap U.S. companies that play a vital role in everyday life — companies like Nvidia, Microsoft and Mastercard, to name a few. The aim is to outperform the S&P 500 over a 3-5 year horizon.
Titan Opportunities
Opportunities is an equities portfolio focused on smaller, under-the-radar U.S. companies, aiming to outperform the Russell 2000 over a 3–5 year investment horizon. The Opportunities investment process tends to focus on event-driven, catalyst-rich investment theses.
Titan Offshore
Offshore is our international equity strategy focused on large-cap companies operating outside the U.S., with targeted exposure to high-growth regions like Latin America and China.
Smart Treasury
Smart Treasury is our alternative to a high-yield savings account - allocating cash to treasury money market funds with the goal of generating consistent, tax-efficient income and preserving liquidity.
Disclosures
The comparison to a Traditional Wealth Advisor is for illustrative purposes only and is based on industry estimates for typical advisory fees that often exceed 1.00% annually and may require higher minimum investment amounts. Actual fees charged by other firms vary and may be higher or lower depending on the specific services provided. Please refer to Titan’s Fee Schedule and Form ADV Part 2A for more information.
Disclosure
These examples are illustrative in nature and are not client endorsements or testimonials. They are intended to provide examples of Titan's process. Individual experiences may vary based on unique circumstances. The information contained herein should not be construed as investment advice.