$100 Million Strong
We just crossed $100 million in assets under management (AUM), a huge milestone we couldn't have achieved without you. And one we achieved in only two years time, making Titan one of the fastest growing advisors on record.
Given the impact COVID-19 has had on the economy, we don't take our business's strength for granted. The full team has been working day and night (remotely) to make Titan the best it can be. And we're really still just in the 1st inning of our journey.
The Wall Street Restaurant
Titan's launch in 2018 was largely born out of frustration. The way we had managed money for wealthy clients was much different than the passive ETF approach often recommended to our own friends and family.
To us, Wall Street was like a restaurant. Have only $10,000? Here's the normal menu. Have $10 million? Let us show you to a private room in the back of the restaurant, with a 7-course meal. We were determined to bridge that divide.
We launched our first investment strategy, Titan Flagship, in February 2018. In just two years, Flagship has grown faster than we ever predicted:
From $0 to $100+ million in AUM
From 0 to 10,000+ clients
From $0 to $15+ million in net profits for clients
Titan's growth has accelerated during COVID-19 to record levels, a testament to the strength of our platform and business. As such, despite being backed by some of Silicon Valley's best investors, we are no longer dependent on outside funding.
Unlike other companies pursuing growth at all costs, we've laid the foundation for a multi-generational firm. This enables us to take a long-term view with your capital and provide you things that others can't, like investment strategies that previously had $100K minimums.
Only the 1st Inning
Our journey is truly just getting started. Here's a sneak peek of Titan's future:
New investment strategies (like Opportunities, Global, and Cash)
New account types (like Joint, Custodial, Trust, LLC, and SEP IRAs)
More proprietary investment research
More third-party integrations
How You Can Help
If you're loving Titan, there are a few ways to help advance our mission:
1) The biggest endorsement is through your relationship with Titan as your active money manager. If you have accounts elsewhere (taxable, IRA, 401K, 403B), you can roll them over to Titan easily. Just reply to this email for details.
2) Help us spread the word! You can tell your friends, family, and colleagues about Titan, or write a positive review online or via the app stores. Reminder: we don't spend money on marketing to grow. We rely solely on the reviews of our valued clients.
We're honored to manage over $100 million for 10,000+ clients from all walks of life, with a shared mission: to compound capital at higher rates through the most transparent, high-quality investing experience on the planet.
Clay, Joe, and Max
Founders of Titan