Titan Invest / Investment Manager for Hedge-Like Fund Strategy

  • Titan Invest is a “hedge fund in your pocket” with a goal to deliver higher returns on your capital over the long term.
  • Start with a $100 minimum investment.
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Titan Invest aims to bring you the investment management service often reserved for the ultra-wealthy. It’s a Robo-advisor acting like an active manager with the personalization of an investment advisor.

Continue your investing journey with a hedge-like strategy.

What is Titan?

Titan Invest is a “hedge fund in your pocket” and acts as the portfolio manager for your hard-earned capital. The goal is to deliver a higher return on the capital over the long run. Titan offers investors taxable accounts and tax-advantaged accounts such as a Roth IRA.

The company was founded in 2017 by Clayton Gardner, Max Bernardy, and Joe Percoco. The company manages over $600M assets under management with 30,000+ clients.

Invest with Titan starting at $100.

With Titan, everyday investors can benefit from active investment management with lower management fees than conventional hedge funds. The mission of the company is to provide higher returns over more extended periods of time.

What is a Hedge Fund?

A hedge fund is a private investment company that invests in securities for profit. Hedge funds invest money in stocks, bonds, commodities, real estate, currencies, and other financial instruments. It’s active investing performed by fund managers. The goal of a hedge fund is to generate higher returns than those offered by conventional investments such as mutual funds, which seek to provide diversification across asset classes.

Is Titan Invest a hedge fund?

No, Titan is not a hedge fund. Hedge funds “pool their investors’ dollars together, and each investor is treated the same.” With Titan, you have an individual account and a personalized hedge based on your risk tolerance and investment goals.

Titan Invest

How Titan Invest Works

With Titan, you get an investment strategy without having to do the work of researching individual stocks, mutual funds, exchange-traded funds (ETFs), and bonds. Titan Invest does the following:

  • Invest your capital directly into four strategies.
  • Actively manage your money and make trades into new positions on your behalf.
  • Get real-time updates and insights into what’s driving portfolio performance.

The investment portfolio offered is similar to that of a traditional hedge fund.

With Titan, the investment team actively manages your portfolio, investing in individual stocks and short ETFs for hedging. Titan tracks holdings of other firms and makes similar investments. The aim is to outperform the overall stock market return in the long run.

Titan provides a combination of four investing strategies: Flagship, Opportunities, Offshore, and Crypto. They are:

Titan Flagship

Titan Flagship is the large-cap U.S. growth strategy to identify high-quality companies that compound capital above the S&P 500 index.

Titan Opportunities

With Titan Opportunities, the strategy identifies smaller U.S. companies that we believe can grow at exceptional rates.

Titan Offshore

Offshore is the international growth strategy to identify the world’s best businesses in emerging and developing markets from China to Latin America.

Titan Crypto

Titan Crypto is an actively managed portfolio of cryptocurrency assets believed to perform with long-term returns. The in-house crypto investing team will analyze the best crypto assets based on your risk tolerance.

Shorting

As a hedge against potential market declines, shorting is the equity strategy used based on individual risk tolerance. Although a hedge guarantees no investment losses, it may help reduce risk during market volatility.

Titan’s strategy is different from typical Robo-advisors as the goal is not diversification but somewhat better than average portfolio performance. And Titan is unlike traditional hedge funds that charge a performance fee. Instead, you pay a flat management fee.

Open an account with Titan today.

Features & Benefits

Titan Invest offers an easy-to-use and intuitive mobile interface.

  • Minimum investment: $100 required to start.
  • Instant deposits: no more waiting 2-4 business days.
  • Personal digital vaults: your own separately managed account.
  • Research: a thorough review of companies, analyzing fundamentals and future performance.
  • Management: investment team manages your portfolio with no additional work for you.
  • Portfolio: get a personalized hedge based on risk profiles and choose between conservative, moderate, or aggressive portfolios.
  • Referral program: By referring friends and family, you can reduce your management fee and pay 0% annual fees.

Is Titan Invest Safe?

Titan protects your data and financial information using Secure Sockets Layer (SSL) and 256-bit encryption. Apex Clearing, an SEC-registered broker-dealer and member of FINRA and SIPC, is the custodian of your assets. Titan Global Capital Management USA, Inc (“Titan”) is an SEC-registered investment advisor. As with any investment, potential losses are possible, including all amounts invested.

Minimum Requirements

  • Minimum Investment Requirement: $100
  • Must be at least 18 years old
  • Valid Social Security Number

Fees

Titan fee structure includes:

  • Annual fee: 1% for accounts of $10,000 or more.
  • Monthly fee: $5 per month for $10,000 or less.

Additional fees may apply, including outgoing account transfers and IRA termination.

Who is it best for?

Titan Invest is best for individual investors who want an actively managed stock portfolio strategy with a longer time horizon. Its investment service can benefit those who wish to access hedge-fund-like strategy at a low minimum.

Titan Invest Review

Titan Invest Review

Titan is a legitimate company and registered with the appropriate federal agencies for its investment advisory services. The company has a 4.7 out of 5-star rating in the App Store, with many reviewers stating it’s a good app for long-term investing.

In our Titan Invest Review of services, we learned the hedge-like investing app is not for the everyday investor or those looking for financial planning and direct interaction with investment advisers.

At most, Titan is a Robo-advisor targeting a specific investment strategy. But it’s challenging to compare Titan Invest with other Robo-advisors like Betterment or investment management services offered by Personal Capital. Both provide a more comprehensive suite of investment products and access to a financial advisor.

With that said, if you’re looking for passive investing, then Titan Invest can be your active investment manager doing all the work. Titan has started their performance has yielded a high rate of return since founding and surpassing the performance of their tracked funds. But keep in mind, your return on investments can vary greatly over a period of time.

You can download the app and start investing with Titan.

Pros and Cons

Pros

  • User-friendly and intuitive interface.
  • Low account minimum.
  • Actively managed and low-cost hedge-fund strategy.
  • No lockups and access money within 2-4 business days.

Cons

  • No human advisor access.
  • Lacks tax strategy.

How to Open a Titan Invest account

The time needed: 3 minutes.

Step-by-Step to start investing with Titan

  1. Get started
  2. Enter your information
    • Complete the setup process.
    • Provide your first and last name, social security number, and address.

Titan Invest Alternatives

There is no direct alternative to Titan unless you consider hedge funds. However, if you’re looking for Robo-advisor services, then Betterment (read our Betterment review) and Personal Capital (read our Personal Capital review) might suit you well.

For more options, discover more investing products in the marketplace and read our list of the 5 best Robo-advisors.

Does Titan offer retirement accounts?

Titan offers traditional, Roth, SEP, or Simple IRA with as little as $100. You can also transfer your old 401k to a Titan IRA. The rollover service can help you transfer an existing IRA, 401(k), or 403(b) to Titan. Pay a simple 1% annual advisory fee (or $5/month for <$10K net deposits), no performance fees, and zero tax penalties.

Investing in your retirement accounts through Titan gives you the exact strategies given to individual investing accounts. The investment objectives remain the same.

How to contact Titan Customer Support?

Titan customer service team is available Monday through Friday from 9 AM to 6 PM Eastern Time. You can access support through email, live chat, and phone.

Additional information

Fees

1% Annual Management Fee

Minimum Deposit

$100

Investing Type

Managed Portfolio, Robo-advisor

Investments Available

Fractional Shares, Stocks

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Titan Invest / Investment Manager for Hedge-Like Fund Strategy