Have you ever wondered how successful your investments could be if they were managed by the same advisors that the wealthy use?
Titan Global Capital Management might be able to help you answer this question.
Titan offers regular investors an opportunity to enjoy the potential rewards of an actively managed portfolio, like the wealthy get with hedge fund managers.
While Titan is not a hedge fund, it does provide investment strategies that the wealthy use. The difference is that it makes those strategies available to average investors.
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?
- How Does Titan Work?
- How Much Does Titan Cost?
- Titan Features
- What Others Are Saying About Titan
What is Titan?
Titan Global Capital Management is a private fund that was founded by former hedge fund managers and engineers.
Expert Level Management
The team’s goal was to create a tailored investment experience for the average investor, the types of investors that exist within the founding team’s own circles of loved ones.
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.
The Titan team saw this “great divide” and developed a chance to take the investments that the wealthy invest in and make them available to everyday investors.
All Types of Investors Welcome
Titan provides high-quality investment management services for investors of all levels.
And the minimum investment threshold is low, allowing you to begin investing with little money.
Keep in mind that Titan is technically not a hedge fund. Instead, it is an SEC-registered investment advisor that creates portfolios for its investors.
How Does Titan Work?
Opening an online account with Titan takes just a few minutes. You can fund your account with an ACH transfer from your bank or investment account.
Low Minimum Investment
Titan’s investment minimum starts at just $100, although some strategies have higher minimums.
You can open both retirement and non-retirement investment accounts with Titan. Titan was created for investors with long-term investing goals.
However, you can withdraw your money at any time. It typically takes 2-4 days to get your money when you complete a transfer.
Titan 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 is a good option for anyone who wants information with a Wall Street vibe and access to a hedge fund-type strategy without a high minimum investment.
Open Book Strategies
Every Titan investor has access to Titan’s strategies and research. Titan’s founder, Clayton Gardner, provides investors with regular video updates.
The Titan blog shares the hows and whys behind the Titan team’s investment decisions and strategies.
As an investor, you get front row seats to the minds of experienced hedge fund investors, but at a price nearly anyone can afford.
Titan is made for investors that want active hands-on team members monitoring their investments.
However, if you prefer to manage your own portfolio, this may not be the firm for you.
How Much Does Titan Cost?
Similar to other platforms, there are fees to use Titan.
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% annual fee.
You won’t encounter any maintenance fees aside from these. However, other fees include:
- Outgoing domestic wire transfers: $25
- Outgoing international wire transfers: $50
- Debit card transfers: 0.25% (ACH transfers are free)
- Outgoing ACAT transfers: $75
- IRA termination fee: $60
As mentioned earlier, when you choose to invest with Titan, you can withdraw your funds at any time.
However, it is worth pointing out that Titan designs long-term investment strategies.
Consequently, it may be best to consider working with Titan Invest if you plan to commit your funds for several years.
As with all managed investments, you may find the fees with Titan to be somewhat high. Nevertheless, the tailored investment advice could be worth it.
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 20.4%.
Although the number of stocks and the particular offerings will change each quarter, the fund generally holds between 15 to 25 stocks with an average market cap of nearly $600 billion.
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 with an average market cap of $13 billion.
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 61.4%.
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.
A newer 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 with an average market cap of $174 billion.
Since its inception, this fund has produced an annualized return of -8.8%.
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.
The latest investment product from Titan Invest is Titan Crypto.
Titan Crypto is an actively managed portfolio of crypto assets the team believes are positioned for outstanding long-term returns.
The portfolio contains roughly 5-10 crypto assets and has produced an annualized return of 329.8% since its inception date of August 2021.
Note that current performance is not indicative of future value, as this is a very new fund.
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.
From there, the investor uses that money to buy more shares of stock from the public market when it is available at a lower price.
The investor then returns the borrowed shares while pocketing the profit.
Titan takes your risk tolerance into account when shorting stock so that you can be sure they are shorting within your comfort level.
Offering shorting allowed Titan Invest to shine as an investment advisor when the market was falling during the pandemic.
Risk Tolerance + Hedging
Another way Titan provides downside protection to its clients is by including a hedge. A hedge is a holding that bets against the market, in your portfolio.
The size of your hedge will depend on your preferred investing style and risk tolerance – aggressive, moderate, or conservative.
Here are a couple of examples of how the Titan investment team strategizes with hedging:
If the Titan investment team does not believe their portfolios are at high risk of undergoing a long-term downturn:
- Aggressive: 0% of portfolio value is hedged
- Moderate: 5% of portfolio value is hedged
- Conservative: 10% of portfolio value is hedged
Conversely, if Titan the investment team does believe their portfolios are at high risk of undergoing a long-term downturn, they will adjust differently:
- Aggressive: at least 5% of portfolio value is hedged
- Moderate: at least 10% of portfolio value is hedged
- Conservative at least 20% of portfolio value is hedged
The team might also take other steps to preserve client capital, especially during extraordinarily volatile markets.
For example, they may reduce equity exposure and increase cash holdings in order to be positioned to take advantage of company devaluations that result in attractive purchase prices.
That’s the beauty of having a live team working on your behalf. Experienced investment minds come together to create smart investing game plans for every market condition.
What Others Are Saying About Titan
Titan is listed on Trustpilot but there are no reviews as of this writing.
The Better Business Bureau gives Titan a grade of B+. There is one complaint listed on the BBB, and it is considered a closed complaint.
As a newer company, Titan may have more information listed on Trustpilot or on the BBB website in the future.
Before deciding if Titan 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 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.
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 Tita. 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 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 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 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 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.
If it meets your needs, then consider trying this platform.