A complete list of active advisors currently associated with Titan Investment Management LLC

Warmer can help you find a great advisor at Titan Investment Management LLC or one who fits your needs even better.

Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients and also serves institutional accounts such as pension and profit‑sharing plans, business accounts, 401(k)s, IRAs, and donor-advised funds. The firm also offers pension consulting and advises participants using self-directed brokerage accounts (PCRA), delivering ongoing investment management and account monitoring. Titan customizes an Investment Policy Statement for each client and typically operates with delegated trading authority, using model allocations where appropriate. Its investment process combines multiple analysis methods — including fundamental, quantitative, technical/charting, and modern portfolio theory — and employs strategies ranging from long-term equity investing to options trading and portfolio rebalancing. Notably, Titan manages pooled vehicles and provides pension consulting and PCRA services, a capability that is less common among similar-sized team firms. The firm also works with a broad set of investment types — from REITs and ETFs to private placements and venture capital funds — has disclosed a transition to federal (SEC) registration as assets grew, and includes explicit disclosures about its use of AI tools in client service.

To learn more about the advisors currently working at Titan Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

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