Titan

The Titan app is designed to provide users with a comprehensive investment management experience. It offers active management strategies through automated stock and bond portfolios, utilizing equity and bond exchange-traded funds. Users can choose from various investment options, including actively managed stock portfolios, treasury money-market funds, private credit, real estate, venture capital, and crypto. The app supports multiple account types, such as taxable accounts and traditional, Roth, and inherited/beneficiary IRAs, allowing for rollovers from existing accounts.

One of the key features of the Titan app is its ability to provide users with access to licensed advisors for personalized investment advice. Additionally, it includes a cash management feature called Smart Cash, which automatically moves uninvested cash into money market funds with high after-tax yields. The app also offers a tax strategy that naturally isolates individual investments for potential tax harvesting opportunities. Users can stay informed about their portfolios through videos and live updates from the investor relations team.

The Titan app is designed to be user-friendly, offering a straightforward interface that helps investors navigate their portfolios and make informed decisions. It provides insights into how global events affect stocks in the portfolio, helping users understand the reasoning behind investment decisions. Overall, the Titan app is a robust tool for managing investments, offering a blend of automation and personalized advice to help users achieve their financial goals.

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Website: titan.com

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