Titan: Your Investment Team 657.0.2

Managing finances has emerged as a significant source of anxiety for Millennials and Gen-Z, highlighting the need for effective and manageable investment solutions. Titan seeks to alleviate this pressure by offering professional investment management services without the associated high fees or stringent minimum requirements.

Investment management does not have to be convoluted or costly. Titan emphasizes hands-on management, ensuring that expert professionals oversee your investment strategy.

Wealth Management, Simplified

Titan delivers Wall Street-level expertise directly to your device. The in-house investment team actively manages your portfolio, providing ongoing guidance and updates to keep clients informed throughout the investment process.

Investment Strategies

• Smart Treasury: Optimize cash yields through active management between tax-efficient money market funds, exclusively available through Titan.
• Active Strategies: Portfolios directly managed by our dedicated investment professionals.
• Automated Index Investing: Ensured tax-efficient exposure through diversified exchange-traded funds (ETFs).
• Alternative Assets: Opportunities in venture capital, cryptocurrency, real estate, and credit investments.

Advice on Demand

Titan provides clients with personalized investment advice through one-on-one consultations with knowledgeable investors and advisors who align with individual financial goals. Comprehensive portfolio reviews and guidance are included as part of the client experience.

Institutional-Grade Research

Stay updated with proprietary investment research encompassing detailed reports, video analyses, and audio notes covering stocks and market trends.

Perks Beyond Wealth

With wealth comes unique opportunities. Titan's in-house concierge facilitates access to premier dining experiences and exclusive events in major U.S. cities.

Here’s What You Get:

• Competitive yields on cash investments
• Professionally managed portfolios designed for market outperformance
• Automated investing in stocks and bonds
• Consultations with advisors valued at approximately $100 per hour
• Market insights and expertise
• Complimentary tax filing with professional review (valued at $288)
• VIP access to special experiences

Titan positions itself as a partner in managing your wealth effectively while providing substantial resources and support.

Disclosures

*Comparison is for illustrative purposes only, based on the price and features of TurboTax Live Assisted as of November 20, 2024.

Titan Global Capital Management USA LLC ("Titan") is an SEC-registered investment adviser. Titan's affiliate, Titan Global Technologies LLC, is an SEC-registered broker-dealer. All investments carry risks, and past performance does not guarantee future results. Not all investments are suitable for every investor. While diversification may help mitigate risk, it does not assure a profit or provide protection against loss. There is always a risk of losing money when investing in securities or other financial products. Investors should carefully consider their investment objectives and risk tolerance before participating. Please visit www.titan.com/disclosures for important additional disclosures. This material does not constitute an offer to buy or sell securities or provide tax advice.