Titan's Smart Cash Move money to better rates, automatically. Smart Cash will automatically move your money when they find a better rate for you in a cash equivalent available on Titan, up to 5.14%.* Automate finding the right rate. It’s exhausting keeping track of wherever the best yield is every week. Smart Cash will scan the rates of our available cash and cash equivalents for you. The difference: Smart Cash takes your tax details into account. While others boast about a top-line number, they look after your bottom line.

With Smart Cash, they find you the highest rates. They scan across Titans Treasury and Cash options and factor in personal tax details to make sure you’re getting your highest rate not only before, but after tax. It’s time to get the most out of your money.
Daily rate scans
Money moved automatically
Potential tax savings
Low risk treasury funds
No advisory fees

Smart Cash is highly liquid, allowing you to start a withdrawal at any time.

Titan offers all U.S. investors access to four outstanding actively-managed investment products: Flagship, Opportunities, Offshore, and Crypto.

• Flagship
  • Large-cap US growth strategy made up of high-quality, big name companies that Titan believes can compound capital in excess of the S&P 500
  • 15-25 stocks with an average market cap of nearly $600 billion
  • Annualized return of 20.4% since inception (February 2018)
• Opportunities
  • Small/mid-cap US growth strategy made up of companies that Titan believes can grow at exceptional rates and become the next crop of rising stars
  • 15-25 stocks with an average market cap of $13 billion
  • Annualized return of 61.4% since inception (August 2020)
• Offshore
  • International growth strategy made up of some of the world’s best businesses in emerging and developed markets from China to Latin America and beyond.
  • 15-25 stocks with an average market cap of $175 billion
  • Annualized return of -8.8% since inception (April 2021 - recently created)
• Crypto
  • The first actively managed portfolio of crypto-assets made available to all investors that Titan believes are positioned for outstanding long-term returns with minimal correlation to equities and with attractive hedging qualities.
  • Typically around 5-10 crypoassets
  • Annualized return of 329.8% since inception (August 2021 - recently created)

Titan charges a simple fee of 1% per year or about 0.083% per month. Example: For an account with an average daily balance of $2,000, the monthly fee would be about $1.67 per month. There are no add-on trading fees or electronic statement fees, and deposits and withdrawals are free. The fee is charged by pulling from the small cash reserve held in your account. Titan also offers an attractive 0.25% off your fees for every referral generated. You have the ability to pay no fees if you get 4 referrals.

There are multiple ways that Titan provides downside protection to our clients. The primary way is by including a hedge, 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.

They take security very seriously. They protect all your personal data and financial information using Secure Sockets Layer (SSL) and 256-bit encryption. Your assets are held at their custodian Apex Clearing, one of the leading custodians across the financial technology industry. Brokerage services are provided to Titan Clients by Apex Clearing, an SEC-registered broker-dealer and member FINRA/SIPC. Accounts are SIPC insured up to $500,000.