Titan Ranked #1 of 60+ Robo Advisors for Q4 Returns

Press9 months ago
We're honored to be ranked #1 out of 64 robo advisors by relative performance in 4Q 2019, according to the Robo Report.
The Robo Report is published each quarter, and it measures portfolio performance sourced from real accounts tracked by Backend Benchmarking, a third-party financial portfolio analytics platform. They started tracking Titan in 3Q 2019.
As shown above, Titan's 4Q 2019 performance relative to its normalized benchmark was ranked #1 out of 64 robo advisors covered by the Robo Report.
Note that some of the above advisors' portfolios had more equity than fixed income. Titan, for example, is 100% equity; other advisors are 60% equity / 40% fixed income. The percentage allocated to equities in a portfolio is one of the largest drivers of returns; generally, higher equity allocations drive higher returns than fixed income over time, but equity is also higher risk. Because of this, comparing advisor portfolios that have a different level of equity allocation can be misleading.
Backend Benchmarking's Robo Report does a great job of normalizing returns for these allocation differences.
The table above shows each advisor's "Delta vs. Normalized Benchmark" which attempts to normalize their varying equity vs. fixed income allocations. The result is a more apples-to-apples comparison of returns than just looking at the "4Q 2019" column, in our view.
That said, past performance is no guarantee of future results. We remain focused on long-term returns, and we'll continue to show our results from future reports.
Any questions, let us know.
Other Notes:
Backend Benchmarking's illustrative Titan account represents an account with an Aggressive risk profile; clients with Moderate and Conservative risk profiles would have experienced lower returns. See website for full disclosures."
In the Ranking portion of the report, Backend Benchmarking limits the advisors to those that had a minimum of 2.25 years performance history within the account they track. This is why Titan among many other investment advisors are not covered in the Robo Ranking section of the report yet. We look forward to being covered in the Robo Ranking in the future.

Become a Titan investor today.

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.
© Copyright 2020 Whisker Technologies, Inc. All rights reserved.