Effective Date: October 1, 2020
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. All Titan performance results 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 our Hedging page 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 our Help Center for full details.
For Titan Flagship, “Inception Date” is defined as 2/20/18 (or 2/28/18 for Betterment and Investment Advisors). 2020 YTD results are measured from 1/1/20 through 9/30/20. 2018 results are measured from Inception Date through 12/31/18. Annualized Returns represent the internal rate of return from Inception Date through 9/30/20. For Titan Opportunities, “Inception Date” is defined as 8/17/20.
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 titanvest.com/legal for more. Titan results represent performance of a hypothetical account created on Titan Flagship's and Opportunities' 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 9/30/20.
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”), and the ARC USD Equity Risk Private Client Index ("PCI"). 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 is an unmanaged market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance. S&P 500 results include the reinvestment of dividends and do not reflect transaction costs.
Performance results were prepared by Titan Invest, 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.
Refer to Titan Invest’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 Apex Clearing Corporation, an SEC registered broker-dealer and member FINRA/SIPC. Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.