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Titan Invest / Actively Managed Investing and Personal Advice

Titan Invest aims to give investors the type of investment management often reserved for the ultra-wealthy, with actively managed stock and alternative investments.

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Titan Invest review: A robo-advisor acting like an active manager with the personalization of an investment advisor.

What is Titan?

Titan Invest acts as a portfolio manager for your hard-earned money. The company offers investors the kind of investment management that’s typically reserved for the ultra-wealthy. The goal is to deliver a higher return on capital over the long run.

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

Titan Global Capital Management USA LLC (“Titan”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”).

How Titan Invest Works

Titan offers investors taxable and tax-advantaged accounts, such as a Roth IRA. Investment management includes:

  • Invest your capital 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.

As a client, you get an investment strategy without having to do the work of researching individual stocks, mutual funds, exchange-traded funds (ETFs), and bonds. Titan Strategies are:

  • Index Investing: Track the market with automated stocks and/or automated bonds.
  • Managed Stocks: Professionally managed portfolios by active managers aiming to outperform their index. These include Titan Flagship (stock portfolio focusing on selective U.S. large cap companies), Titan Opportunities (investing in under-the-radar companies), and Titan Offshore (focus on market-leading non-US based companies).
  • Alternatives: Invest in disruptive innovation across private and public asset classes, like ARK Venture or crypto.
  • Additional Alternatives: Go beyond public markets with “notable name managers.”

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

What is a Hedge Fund?

A hedge fund is a private investment company that invests in securities for profit. Hedge funds invest 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 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

Key Features

  • Account Minimum: $500
  • Financial Advice: Access to licensed advisors who can provide personalized advice
  • Titan Smart Cash: Automatically moves your money into mutual funds or cash when there is a better rate.

Fees

  • Management Fee: None for automated stock and bond portfolios
  • Advance strategies: Management fees range from 0.70% to 0.90%, depending on assets under management.

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

Pros and Cons

Pros

  • User-friendly and intuitive interface.
  • Free stock and bond portfolios
  • Low-cost and actively managed portfolio

Cons

  • Lacks tax strategy

Who is it best for?

Titan Invest is best for investors who want an actively managed stock portfolio strategy.

Titan Invest Review

Titan Invest Review

Titan is a legitimate company and not a scam. It offers a low-fee investment management service compared with traditional hedge funds. If you’re looking for passive investing, Titan Invest can be your active investment manager, doing all the work.

In researching Titan reviews, we learned 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.

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.

How to Open a Titan Invest Account

Minimum Requirements

  • Must be at least 18 years old
  • Valid Social Security Number

Step-by-Step to Getting Started

The time needed: 3 minutes.

  1. Get started
  2. Enter your information
    • Complete the setup process.

Titan Invest Alternatives

There is no direct Titan alternative unless you consider hedge funds. However, if you’re looking for robo-advisor services, Betterment and Wealthfront might suit you well.

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