Information Density: Titan – Signal Evidence & AI Readability

[H1] The wealth advisor for tech employees
Get StartedTitan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.
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Assets Under Management$1.1BAll-in Advisory Fee0.4%Flat Fee$0See Disclosures
[H2] 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.
[H2] Titan matters most for high-stakes decisions
[H3] Equity compensation becomes real money  →
RSUs vest, options are set to expire, or a single stock becomes most of your net worth.See Disclosure
[H2] Holistic wealth
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CLIENT STORYLearn More
[H3] A liquidity event is approaching  →
Make smart tax, diversification, and timing decisions before an IPO, acquisition, secondary sale, or bonus.See Disclosure
[H2] Holistic wealth
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CLIENT STORYLearn More
[H3] Your career and income suddenly change →
New role, layoff, sabbatical, or leaving Big Tech changes how your wealth works.See Disclosure
[H2] Holistic wealth
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CLIENT STORYLearn More
[H2] How we add value
1
[H3] See what's at stake
We come prepared. Before any decision is made, we build a complete view of your financial picture - equity exposure, taxes, liquidity, and upcoming deadlines - so critical items aren't missed.2
[H3] Move before windows close
We focus on time-sensitive, hard-to-reverse decisions like equity sales, RSU vesting, liquidity events, or career changes, before deadlines pass, tax treatment is locked in, or options expire.3
[H3] Make tradeoffs consciously
When it’s time to move, we help you execute with full context - coordinating investments, taxes, and liquidity so tradeoffs are intentional, not accidental.4
[H3] Adapt without starting over
As your role, compensation, or complexity changes, we adjust decisions with the same context. Not reactively, and not from scratch.Talk to an Advisor
[H2] Human advice you can trust
You work with a real human advisorClients work 1-on-1 with an experienced advisor, not a rotating support model or automated handoffs.All the services needed to help you prosperWe handle your investments, equity compensation, tax planning, retirement, cash flow planning, and more.Experience with the decisions that matterThese aren’t edge cases for us. Our advisors regularly guide clients through equity compensation, liquidity events, and time-sensitive financial decisions.Fiduciary by designTitan is a registered investment advisor (RIA), legally required to act in clients’ best interests.
[H2] JackSullivan
Director of Wealth AdvisoryTITLEDirector of Wealth AdvisoryEXPERIENCEPrev. Fortis Lux Wealth ManagementFOCUS7 years advising | Series 7, 66
[H2] GiovanniTiso
CFP®, Lead Financial PlannerTITLECFP®, Lead Financial PlannerEXPERIENCEPrev. Range, CAPTRUST, Focus Wealth (previously The Colony Group)FOCUS11 years experience | Series 65
[H2] Sofia Silveira
Vice President, Wealth AdvisorTITLEVice President, Wealth AdvisorEXPERIENCEPrev. J.P. Morgan Private BankFOCUS5 years advising | Series 7, 66
[H2] ChristinaSanchez
Vice President, Wealth AdvisorTITLEVice President, Wealth AdvisorEXPERIENCEPrev. J.P. Morgan Private BankFOCUS5 years advising | Series 7, 63, 65
[H2] Aahana Chatterjee
Vice President, Wealth AdvisorTITLEVice President, Wealth AdvisorEXPERIENCEGoldman Sachs Markets Coverage Group FOCUS7 years experience | Series 65
[H2] AllisonCopsey
Vice President, Wealth AdvisorTITLEVice President, Wealth AdvisorEXPERIENCEBank of America Private Bank FOCUS5 years advising | Series 7, 66
[H2] Trusted by employees at Anthropic, SpaceX, OpenAI, and others
These companies are experiencing similar wealth creation patterns. We're here to help you capitalize on them.
[H2] Get tactical guidance from a Titan advisor
Talk to an advisor
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[H2] Planning through a career transition
Ahead of a zero-income year, Alyssa wanted to understand her options and avoid missing one-time planning opportunities. Working with an advisor helped her think through tradeoffs before decisions were locked in.SEE OUR SERVICES
[H2] Bringing clarity to a fragmented portfolio
With accounts spread across platforms and competing priorities, Will wanted a clearer picture before making changes. An advisor helped coordinate next steps and reduce complexity before it became harder to unwind.SEE OUR SERVICES
[H2] Making thoughtful home equity decisions
Before making long-term financing decisions, Andrew wanted to understand how home equity fit into his broader financial picture. Planning ahead helped bring clarity before committing.SEE OUR SERVICESAlyssaPlanning through a career transition
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Career transition planningWillBringing clarity to a fragmented portfolio
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Portfolio consolidationAndrewMaking thoughtful home equity decisions
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Home equity decisionsSee Disclosure
[H2] 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.no commissions or hidden layers
[H2] One clear, all-in advisory fee
0.40%Annual Fee500$MinimumA consistent advisor across major decisionsDeep expertise in equity, liquidity, and career eventsTimely guidance before options disappearFull transparency, anytimeTalk to an advisorSee Disclosures
[H2] 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.Traditional Wealth Advisor>1%Annual Fee500,000$MinimumA consistent advisor across major decisionsLess specialized in equity, liquidity, or career eventsSlower help for time-sensitive decisionsDelayed or limited transparency
[H2] Our Thinking
RSU Planning: How Tech Employees Build Long-Term WealthRSUsBy Titan Team4 MIN READWhy the S&P 500 Isn’t Enough for Every InvestorInvestment StrategyBy Jack Sullivan2 MIN READCapital Gains Taxes: When Paying Makes SenseTax EfficiencyBy Allison Copsey4 MIN READView more perspectives
[H2] Get trusted advice when timing matters
Talk to an advisor
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ALL OFFERINGS
[H1] Engineering wealth for exceptional builders and their families
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[H2] Who we serve
Equity HoldersPre-IPO EmployeesCareer TransitionersBusiness OwnersPersons with Inherited AssetsInfluential Individuals
[H2] Services we offer
DiversifyCore Wealth ManagementHigh Stakes TransitionsAdvanced Access
[H2] Strategies we offer
Smart TreasuryFlagshipOpportunitiesOffshoreDirect IndexingAutomated StocksAutomated BondsCryptoARK Venture FundCarlyle Tactical Private Credit FundApollo Diversified Credit FundApollo Diversified Real Estate
[H2] A world of wealth awaits
BECOME A CLIENT
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[H1] Titan Flagship
Talk to an advisor
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“In the short run, the market is a voting machine, but in the long run, it is a weighing machine.” — Benjamin Graham
[H2] Flagship is an actively managed portfolio of US Large Cap stocks
Longest-standing actively managed equity strategyAiming to outperform the S&P 500US Large Cap Stocks
[H2] What is Flagship?
Flagship is our longest-standing actively managed equity strategy, built to drive long-term growth. It centers on large U.S. companies that play a vital role in everyday life—think Amazon, Microsoft, Google, Mastercard, and others. Backed by rigorous fundamental research, our team seeks to construct a focused portfolio of market-leading businesses, with the goal of outperforming the S&P 500 over the next 3 to 5 years. The philosophy behind Flagship is straightforward: invest in fundamentally strong companies at compelling valuations—and hold them with conviction.
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[H2] Titan Flagship
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[H2] Key Facts
1Asset ClassStocks2Advisory Fee0.40%3WithdrawalsDaily4Inception DateFebruary 20th, 20185Minimum Investment$106Withdrawal IntervalDaily7Tax Reporting1099-DIV
[H2] Performance
[H2] Tearsheet
[H2] Disclosures
[H2] The Process
Behind the scenes on our processIdea GenerationFlagship’s investable universe includes all U.S.-based stocks with greater than $10B market capitalization. To identifypotential portfolio candidates, the Investment Team’s Analysts employ quantitative and qualitative research across companies in the investable universe. This research includes filtering by financial metrics we believe are leading indicators of business quality, reading through company filings and transcripts, networking with industry participants, and much more.
[H1] ‍
Fundamental ResearchOnce a potential candidate is identified, the Investment Team conducts bottom-up research to assess whether the business has durable competitive advantages, attractive growth characteristics, sound unit economics, and experienced leadership. This review typically includes financial statements, management commentary, and third-party research, and may also involve discussions with company stakeholders and industry professionals to better understand operating trends and long-term viability.‍ValuationOnce the Investment Team has validated the company’s competitive advantages, growth prospects, and management quality, theyanalyze the stock’s absolute and relative valuation vs. their estimate of its long-run intrinsic value. The team typically seeks investments where the projected return over a multi-year period meets or exceeds an internally defined threshold, assuming base-case operating outcomes and limited or no multiple expansion.
[H1] ‍
Portfolio ManagementOnce a company makes it into the Flagship portfolio, the Portfolio Manager and Analysts monitor the position dailyalongside the other holdings, watching for signposts that their thesis is playing out (or not). Typically the 15-25 Flagship positions are held in roughly equal weights with fairly low annual turnover and occasional rebalancing when the weights deviate widely. Otherwise, positions are held for the long term and only exited/changed when the team believes the investment thesis has played out, has deteriorated, or has been eclipsed by a much more attractive risk/reward opportunity in another stock.‍Talk to an advisor

The Titan
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JournalCXXIII ARTICLES
[H1] The TItan Journal
Featured
[H2] 2025 Annual Investor Letter
January 9, 2026Investment StrategyBy Clay Gardner10 MIN READ
[H2] Planning for Large Expenses Without Selling Investments
November 6, 2025Investment StrategyBy Allison Copsey2 MIN READ
[H2] Titan Manifesto
October 31, 2025AboutBy Joe Percoco3 MIN READ
[H2] Clay's Q2 2025 Breakdown
August 7, 2025Quarterly RecapBy Clay Gardner3 MIN READ
[H2] All articles
Thank you! Your submission has been received!Oops! Something went wrong while submitting the form.10 Financial Moves to Make Before Year-EndWealth AdvisoryBy Jack Sullivan4 MIN READSuccession Planning for Business OwnersBusiness OwnerBy Allison Copsey2 MIN READOverconcentration Risk for Business OwnersBusiness OwnerBy Aahana Chatterjee2 MIN READThe Tax Trap Most Business Owners Miss Before a SaleBusiness OwnerBy Allison Copsey3 MIN READWhat To Do With an InheritanceInheritanceBy Jack Sullivan3 MIN READTrust & Estate Strategies to Protect Your WealthInheritanceBy Allison Copsey2 MIN READBeneficiary IRA Rules: Avoid Costly IRS MistakesInheritanceBy Christina Sanchez2 MIN READInheritance Tax Guide: How to Keep More of Your WealthInheritanceBy Aahana Chatterjee2 MIN READRetirement Planning: How Much You Need to RetireRetirementBy Aahana Chatterjee4 MIN READThere are no blog posts in this category.reset
[H2] We’ll power your wealth in this age of acceleration.
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