It means we can reimagine both the big picture (investment strategy) and the details (no lock-ups).
How we measure up
Our goal is to build the best investment manager, ever
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Can I invest my retirement assets?
Yes. Transfer a Traditional, Roth, SEP or Simple IRA to Titan. You can also roll over an old 401(k) or 403(b) retirement account. We accept partial rollovers, too.
How liquid is my capital?
With Titan, you can add or withdraw capital within 2-4 business days. We don’t believe in locking up your money. However, we strongly encourage you to have the perspective of a long-term oriented investor with patient capital.
How much should I invest?
Honestly, it really depends. It depends on your goals, risk tolerance, and investing identity. We recommend contributing on a recurring basis to build healthy investing habits.
Tell me more about the portfolio.
The portfolio is always invested in 20 stocks on the long side. These are high-quality businesses as determined by leading hedge funds. The portfolio is updated automatically every quarter - usually a few stocks come out and a few stocks come in. But generally the stocks are held with a long-term investment horizon. On the short side, you have personalized downside protection.
Tell me about security.
We take security very seriously. We protect all your personal data and financial information using Secure Sockets Layer (SSL) and 256-bit encryption. Your assets are held at our custodian Apex Clearing, one of the leading custodians across the financial technology industry.
Is Titan a hedge fund?
No. You are not investing in a hedge fund. Hedge funds pool their investors’ dollars together and each investor is treated the same. We keep your money in your own individual account and personalize this based on your risk tolerance and investment goals. Titan invests you like an active manager, with the personalization of an advisor in your pocket.
How does Titan work?
Our investment philosophy combines new school and old school.
New school: We build an all-star basket of stocks (20-30) based on the most common holdings of elite hedge fund managers. We determine “elite” by measuring the funds' portfolio turnover, longevity, etc. These managers tend to be great at identifying high-quality companies.
Old school: We review the all-star basket using our own research, including fundamental bottoms-up analysis. We eliminate any stocks that we deem as low-quality businesses or which have high poor risk/reward dynamics. We then actively monitor this composite for fundamental news, events, and special situations, and takes action for clients when required.
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Become a Titan investor today.
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.