| CARVIEW |
Wealth managed
from the palm
of your hand
Assets Under Management
All-in Advisory Fee
Awards Won
Disclosures
**Assets Under Management**: AUM data is as of 12/31/2024
**Advisory Fee**: Other custodian and fund expenses may apply. See our Form ADV Part 2A and Fee Schedule for additional information.
**Awards Won**: Awards and recognitions are based on independent evaluations using differing criteria and are not indicative of future performance or client experience. Details available upon request.
Service you'd expect on Wall Street—seamless, available, and to-the-minute
Competitive All-in Advisory Fee of 0.4%.
A dedicated wealth team that responds in minutes, not days.
Full-service wealth advisory, from managing RSUs to retirement planning and beyond.
“One tap” access to your wealth with 360° visibility.
Award-winning firm, built to grow wealth
We’ve built proprietary investment products across asset classes.
Titan Flagship
Large Cap Growth
Titan Flagship
Flagship is our longest-standing actively managed U.S. equity strategy. It focuses on large cap U.S. companies that play a vital role in everyday life — companies like Nvidia, Microsoft and Mastercard, to name a few. The aim is to outperform the S&P 500 over a 3-5 year horizon.
Titan Opportunities
Small/Mid Cap Growth
Titan Opportunities
Opportunities is an equities portfolio focused on smaller, under-the-radar U.S. companies, aiming to outperform the Russell 2000 over a 3–5 year investment horizon. The Opportunities investment process tends to focus on event-driven, catalyst-rich investment theses.
Titan Offshore
International Growth
Titan Offshore
Offshore is our international equity strategy focused on large-cap companies operating outside the U.S., with targeted exposure to high-growth regions like Latin America and China.
Smart Treasury
High-Yield Cash
Smart Treasury
Smart Treasury is our alternative to a high-yield savings account - allocating cash to treasury money market funds with the goal of generating consistent, tax-efficient income and preserving liquidity.
We work hard to keep our
fees simple and very low
Disclosures
The comparison to a Traditional Wealth Advisor is for illustrative purposes only and is based on industry estimates for typical advisory fees that often exceed 1.00% annually and may require higher minimum investment amounts. Actual fees charged by other firms vary and may be higher or lower depending on the specific services provided. Please refer to Titan’s Fee Schedule and Form ADV Part 2A for more information.
Seamlessly handling high-stakes money situations for our clients
We helped a Block employee turn his 25% RSU concentration into a debt-free diversification strategy
He was a former Square engineer with a lot of his wealth tied up in his employer’s stock.
We turned a tech exec's idle $98,000 into $4,000+ in annual returns
A sales executive was leaving money on the table, earning only 0.05% APY at Schwab.
We consolidated an entertainment couple's nine scattered accounts
We were able to increase their overall yield, too.
Disclosure
These examples are illustrative in nature and are not client endorsements or testimonials. They are intended to provide examples of Titan's process. Individual experiences may vary based on unique circumstances. The information contained herein should not be construed as investment advice.
Our Thinking
Your wealth must not miss the age of acceleration
The next major tailwind of economic progress has arrived. That’s where Titan comes in.
A world of wealth awaits
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