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