Titan Disclosures

Effective Date: September 1, 2020

Titan Invest is an SEC registered investment adviser. 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. 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 8/31/20. 2018 results are measured from Inception Date through 12/31/18. Annualized Returns represent the internal rate of return from Inception Date through 8/31/20. For Titan Opportunities, “Inception Date” is defined as 8/17/20.

Performance results are shown for a hypothetical client with greater than $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 assets 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's inception date of 2/20/18 using Titan’s investment process 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 8/31/20.

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.

All statements made via social media sites sponsored or maintained by Titan Invest and its affiliates are for informational purposes only and do not constitute a comprehensive description of Titan’s investment advisory services. Titan Invest and its affiliates are not responsible for and do not endorse the content by other users or followers of the social media sites sponsored or maintained by Titan Invest or its affiliates. Titan Invest and its affiliates are also not responsible for the terms of use or privacy or security policies of any social media sites, and you use such sites at your own risk. Titan Invest and its affiliates reserve their rights to block any user or follower who posts, tweets or retweets content that is deemed inappropriate or offensive or constitutes spam, a testimonial, advice, recommendation, or advertisement for securities, products, or services or is promotional in nature. Titan Invest and its affiliates also reserve their rights to block users or followers whose posts, tweets or retweets contain offensive or inappropriate content or serve as promotional sites. Any opinions expressed by our users or followers are those of the persons submitting the comments and don't necessarily represent the views of Titan Invest or its affiliates.

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.

If you have any question about these Terms, our Privacy Policy, the Service, or any of our Platforms, please contact us at support@titanvest.com.

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Titan Invest is an SEC registered investment adviser. 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 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, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures. Contact: 110 Greene Street, Suite 910, New York, NY 10012. Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.
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