Performance results were prepared by Titan, and have not been compiled, reviewed or audited by an independent accountant. Bitwise 10 Large Cap results do not reflect transaction costs. The Bitwise 10 Large Cap Crypto Index is an index comprised of the 10 most highly valued cryptocurrencies, screened and monitored by Bitwise for certain risks, weighted by market capitalization, and rebalanced monthly. MSCI World ex-US results reflect the expense ratio associated with the ETF but do not reflect other transaction costs. S&P 500 and Russell 2000 results include the reinvestment of dividends and do not reflect transaction costs. small/mid cap, and international equity performance, respectively. The S&P 500, Russell 2000, and MSCI World ex-US are unmanaged market capitalization-weighted indices of common stocks chosen for market size, liquidity, and industry group representation to represent U.S. Reference or comparison to an Illustrative Benchmark does not imply that Titan’s portfolio will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. Titan’s investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. “Illustrative Benchmarks” include the Betterment 100% Stock Portfolio ("Betterment"), Wealthfront Taxable Risk Score 10.0 Portfolio ("Wealthfront"), Standard & Poor’s 500 Index (the “S&P 500”), Russell 2000 Index (the "Russell 2000"), MSCI ACWI ex US ETF ("MSCI World ex-US"), the ARC USD Equity Risk Private Client Index ("PCI"), and the Bitwise 10 Large Cap Crypto Index ("Bitwise 10 Large Cap"). Results for Titan strategies as compared to the performance of Illustrative Benchmarks are for informational purposes only. IRR is calculated using Microsoft Excel’s XIRR function based on an illustrative starting Titan account value of $1,000 at Inception Date and its ending value on 7/31/22. All-Time (annualized) represents internal rate of return (IRR) calculated net of fees and including dividends and other adjustments. Titan results represent performance of a hypothetical account created on Titan Flagship's, Opportunities', Offshore's, and Crypto's Inception Dates using Titan’s investment process for each strategy for an aggressive portfolio, not an actual amount. Clients with less than $10,000 in net transfers would have experienced lower returns net of fees given the change in fee structure for smaller asset accounts.
All performance data is strictly illustrative, may represent best estimates based on available data, and may differ from actual results. Results are shown net of fees and include dividends and other adjustments. For more information on Titan Cash Sweep Program, see. The 2% APY applies to a client’s first $10,000 of cash holdings in the Cash Sweep Program, and a payment of 0.5% APY is applied to all cash holdings over $10,000. Prior to, cash positions in Titan Strategies include a 0% annual cash APY return on cash positions. This cash APY return represents the maximum annual APY that Titan clients may earn on the cash positions held in Titan Strategies as of and assumes cash positions held in Titan Strategies of up to $10,000. Performance results from onward include a 2% annual cash APY return for cash positions held in Titan Flagship, Titan Opportunities, Titan Offshore, and Titan Crypto (“Titan Strategies”). Performance results are shown for a hypothetical client with at least $10,000 in net transfers to Titan. For Titan Crypto, “Inception Date” is defined as 8/10/21. For Titan Offshore, “Inception Date” is defined as 4/6/21.
For Titan Opportunities, “Inception Date” is defined as 8/17/20. Annualized Returns represent the internal rate of return from Inception Date through 7/31/22. 2018 results are measured from Inception Date through 12/31/18. 2022 YTD results are measured from 1/1/22 through 7/31/22.
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Please visit for full details.įor Titan Flagship, “Inception Date” is defined as 2/20/18 (or 2/28/18 for Betterment and PCI). As of, Titan's Flagship strategy was broadened to enable more opportunistic trading and tax optimization. Please visit for full disclosures on our hedging process. Important: All Titan performance results for equity strategies include the use of a personalized hedge for a hypothetical client with an “Aggressive” risk profile clients with “Moderate” or “Conservative” risk profiles would have experienced lower returns. Any historical returns, expected returns, or probability projections, are hypothetical in nature and may not reflect actual future performance.
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