Have you ever wondered how successful your investments could be if they were managed by a hedge fund? Titan Invest might be able to help you answer this question.
While it is not a hedge fund, Titan Invest offers regular investors an opportunity to enjoy the potential rewards of an actively managed portfolio.
Let’s take a closer look at how this firm can change your investment strategy.
Titan Invest offers a hedge fund style investment experience for regular investors. You’ll find a mix of investment strategies that are designed to maximize returns in an actively managed portfolio. With low investment minimums, Titan Invest could be a great fit for investors of all levels and goals
Unique investment opportunities
Ease of use
Access for all investors
- Low minimum investment
- Low fees for an actively managed fund
- Hedge fund style strategies available for regular investors
- No access to a financial advisor
- No phone number available for customer service
- No integrated tax strategies
In This Article
What is Titan Invest?
Titan Invest is a private fund that was founded by former hedge fund managers. The firm’s goal is to create a tailored investment experience for the average investor.
Typically, you need to be an accredited investor to invest in a hedge fund. This means that you must have a net worth of $1 million or an income of $200,000 or more for the previous two years.
As a result, most regular investors won’t qualify as hedge fund investors and will miss the chance to get the wealth management advice that wealthy investors receive.
Fortunately, Titan Invest hopes to change the investing landscape for the average investor.
Titan Invest provides high-quality investment management services for investors of all levels. Getting started only takes $100, allowing you to begin investing with little money.
Keep in mind that Titan Invest is technically not a hedge fund. Instead, it is an SEC-registered investment advisor that creates portfolios for its investors.
Who Should Use Titan Invest?
Titan Invest has a unique take when it comes to investment opportunities. You should consider using the fund if you are open to an actively managed portfolio.
Additionally, Titan Invest is a good option for anyone who wants information with a Wall Street vibe and access to a hedge fund strategy without a high minimum investment.
However, if you prefer to manage your own portfolio, this may not be the firm for you.
Titan Invest Strategies
Titan Invest has a unique take on investing. Here’s a closer look at the different strategies available through the firm.
With Titan Flagship, you’ll find a large-cap strategy focused on U.S. growth. According to Titan Invest, this fund is designed to identify high-quality companies that will provide higher returns than the S&P 500.
Since its inception, the fund has produced annualized returns of 22.4%.
Although the number of stocks and the particular offerings will change each quarter, the fund generally holds between 15 to 25 stocks at a time.
You can dive into Titan Flagship with a minimum investment of $100.
Titan Opportunities is a portfolio that only holds 15 to 25 individual stocks at a time. The focus of the investments is smaller companies based in the U.S. that could produce exceptional rates of return.
So far, Titan has been great at picking these stocks. The fund has recorded annualized returns of 68.8%.
Of course, past performance is not an indicator of future success. Regardless, that is still an impressive return to consider.
Titan Opportunities starts with an investment of at least $10,000.
The newest investment product from Titan Invest is Titan Offshore. As the name suggests, this product has an international focus designed to identify standout businesses in the global market.
Like Titan Flagship and Titan Opportunities, the portfolio only contains between 15 to 25 individual stocks at a time. Since its inception, this fund has produced an annualized return of -7.3%.
However, Titan Offshore has only been around for a handful of months. With that, it will take some time to see how the fund returns truly stack up.
One of the investment strategies that Titan Invest employs across all of its primary strategies is shorting.
Shorting a stock is achieved by borrowing shares of a stock that is expected to decrease in value. Once the shares are borrowed, the investor sells them to a buyer who is willing to pay the market price.
The company takes your risk tolerance into account when shorting stocks.
Offering shorting allowed Titan Invest to shine as an investment advisor when the market was falling during the pandemic.
Fees and Terms
Similar to other platforms, there are fees to use Titan Invest.
If your account value is less than $10,000, you will pay a flat fee of $5 per month. If your account value is over $10,000, then you will pay a 1% fee.
You won’t encounter any fees aside from these.
When you choose to invest with Titan Invest, you can withdraw your funds at any time. It only takes a few days to receive your money.
However, it is worth pointing out that Titan Invest is designed to be a long-term investment strategy. Consequently, it may be best to consider working with Titan Invest if you plan to commit your funds for years.
As with all managed investments, you may find the fees with Titan Invest to be somewhat high. Nevertheless, the tailored investment advice could be worth it.
Before deciding if Titan Invest is right for you, here are some frequently asked questions to consider.
This depends on your unique situation.
Like other actively managed portfolios, the fees associated with Titan Invest are higher than passively managed index funds. However, Titan has been able to provide some impressive investment returns.
That said, this doesn’t mean you are guaranteed to enjoy that level of investment success with Titan Invest.
Plus, you should be comfortable locking up your funds for an extended period of time.
With all of this in mind, you will need to decide for yourself if the fund is right for you.
To open an account, visit the home page of Titan Invest. Then select the ‘get started’ button in the upper right corner. This lets you create an account with your name, email address and a password.
Once you set up the initial account, you can choose the type of investment you’d like to make and connect your funding source.
Titan Invest uses 256-bit encryption security to protect your funds. Plus, your account will be SIPC-insured for up to $500,000.
Of course, the returns associated with the investment strategies offered by Titan Invest are not guaranteed. As with any investment, there are risks involved.
Take some time to consider your risk tolerance before diving into this investment product.
Yes, Titan Invest has minimum investment requirements for its products. If you don’t want to start with a lot of money, you can opt for Titan Flagship with a minimum investment of $100.
Keep in mind that you’ll need to make a minimum investment of $10,000 to work with the Titan Opportunities strategy.
Titan Invest provides a new style of investment strategies for regular investors. With these products, you won’t need to become an accredited investor to take advantage of a top-tier investment experience.
Whether you are an experienced or beginning investor, take some time to consider the opportunities and risks associated with Titan Invest. If it meets your needs, then consider trying this platform.