Turlock, CA Office

Titan Capital Management provides discretionary portfolio management and related financial planning to individuals, businesses, pension and profit-sharing plans, and other registered investment advisors, serving roughly 129 clients with about $84.2 million in regulatory assets under management and two principal advisors. The firm manages four named tactical strategies (Titan Focus 10, Titan Growth, Titan Moderate Growth, and Titan Conservative Growth) and also acts as a subadvisor to third-party advisors and wrap programs; basic financial planning is offered but not as a stand-alone service.

Titan implements a Global Tactical Asset Allocation approach using proprietary quantitative models that continuously monitor markets and generate buy and sell signals, moving assets across classes rather than maintaining fixed allocations. The firm emphasizes objective model-driven decisions, exit strategies, and risk management rules across an aggressive-to-conservative reward-to-risk spectrum, and requires clients to grant discretionary trading authority to implement its strategies.

Notably, Titan has used performance-based fee arrangements in the past, although it does not offer them to new clients today — a feature that is uncommon among peers. The firm also requires clients to custody assets with Charles Schwab to be managed by Titan and receives various Schwab-provided services that could create a conflict of interest relative to advisors who do not have such custodial dependencies.