Titan Invest Review for 2021

By: Andrew McShane

A new type of robo advisor, Titan bills itself as a hedge fund for individual investors. With returns trouncing the S&P 500, they may be absolutely right.

You are about to learn...

  • What is Titan Invest?
  • Who is Titan Best for?
  • Our 2021 Review for Titan

Titan advertises itself as the Hedge Fund for the individual investor. This certainly sounds like an intriguing approach to portfolio management. So, our writers here at Wealthplicity took a deep dive into what makes Titan a unique approach to investing, who it’s best for, and how much money you can make using it in our 2021 Titan Invest Review.  

What is Titan?

Relatively new, and still kind of unknown, Titan was founded in 2018 by ex-hedge fund managers. Titan is a robo advisor, similar to Betterment or Wealthfront but takes an active, approach to managing a stock portfolio. Unlike Betterment or Wealthfront, Titan’s portfolios are not ETF’s, but rather a portfolio comprised of 15-25 stocks.  

Titan acts like a hedge fund, in that it provides in-depth fundamental research approach to its stock selection. They are highly selective about their stocks, and look for companies with “durable competitive advantages, strong growth prospects, excellent leadership teams, and attractive valuations. The portfolio results in 15-25 long positions with a hedge included based on a client’s risk tolerance, which aims to reduce market exposure during downturns.

Titan is not a self-managed portfolio. This means, that the investor has limited investment choice beyond the portfolio selection. There isn’t a feature that allows an investor to trade stocks or buy bonds. This is truly a robo advisor but run like a hedge fund.

Though Titan is a hands-off investing platform, that may be a good thing. Titan’s Flagship portfolio is clearly outperforming its competitors (more on that below). For those investors who are looking for a set-it and forget-it approach to investing with high returns over the next several years, Titan could be an exciting option.

Titan Invest Review at a Glance

Titan Invest Review

Our Rating:


Titan Invest

Titan is hedge fund for individual investors. It is a robo advisor that takes an active approach in managing portfolios. A simple and straight-forward platform that has boasted outstanding returns since it was founded in 2018.

best for:

Beginner Investors, Hands-off Investors, Robo Advisor

Get Titan Invest Pros & Cons


  • Outstanding returns over the last 3 years
  • Simple to use
  • Straight forward and low fees
  • Low Investment Minimum
  • Hands-off Investing


  • No access to customer service by phone
  • Limited customization of portfolios (this is intentional)

At Wealthplicity, we rate and rank our investment apps based upon the most important criteria to the customer. We look to keep this criterion consistent across all reviews but may adjust upon industry or offerings.

  1. Investor Fees – How much does it cost to use the platform? Are there commission fees or fees on trades? How complicated is the fee structure?
  2. Flexibility of Offerings and Features – Does the platform offer a wide variety of securities or deals to invest in? What other features does the platform offer beyond investing?
  3. Investor Requirements – Does the investor need to be accredited? How experienced does the investor need to be? What is the minimum investment required?
  4. Usability – How user friendly is the platform?
  5. How Much Money Can you Make – What are the annualized or cumulative Returns of the Product or Portfolios?

Who is Titan Best for?

Titan could be a great option for beginning investors. People who are ready to take a leap into the investing world, understand their financial goals, and their risk profile could realize a good amount of success using Titan.

It is a completely hands-off investing platform, but unlike a lot of A.I. driven robo advisors, Titan’s portfolios are actively managed by ex-hedge fund managers.

Titan is purposely limited in its features and offerings, so if you are looking to diversify your portfolio through other sectors or take an active role in managing your investments, please see some of our most recent reviews below.

The Titan Invest Review: Overall Ranking Criteria Fees:

Titan Fees:

I appreciate Titan’s straight forward fee structure. For Accounts over $10,000, there is a 1% annual fee. For any account under $10,000, it is $5 per month.

There is no performance fee, meaning that the managers of Titan’s portfolios will not take a fee based on commissions, as a financial advisor would

Titan Flexibility of Offerings and Features:

Titan offers three different portfolios that an investor would have access to based on their qualifications such as total capital or risk tolerance.

  • Titan Flagship: Large Cap U.S. growth strategy, aimed at identifying high-quality companies that can compound capital and out-perform the S&P 500 index.
Titan flagship
  • Titan Opportunities: Focused on identifying smaller U.S. companies that can grow at exceptional rates and become the next crop of shining stars
Titan opportunities
  • Titan Offshore: International growth strategy, aimed at identifying the world’s best businesses and developed markets from China to Latin America
Titan offshore

Titan Investor Requirements:

No accreditation needed. United States only. Minimum investment of $100

Titan Usability:

Titan is managed on a mobile app. I found the set-up to be clean and hassle free. They have stringent security policies in place to ensure that you are who you say you are.

Since there are not a lot of features to Titan’s product, there isn’t a lot of room to be confused. You can see how your portfolio is performing, the holdings of each portfolio, and manage your money with the simple click of a button.

How Much Money Can you Make?

Titan is not shy of boasting on their returns over the past several years. The performance of their Flagship portfolio has done outstanding in comparison of their competitors and the S&P 500. Their Flagship portfolio has an annualized return of 22.4% and a cumulative return of 97.1% since its inception in 2018. And with results like these, it’s no wonder they have it posted on every page:

titan returns

Titan Invest Review Summary:

Titan may be a lesser known investing platform but with its ease of use, and more importantly outstanding returns, they are quickly becoming a rising star when it comes to individual investing.

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