Titan Financial Services, LLC

Titan Financial Services, LLC is an independent registered investment adviser that serves individual and high-net-worth clients as well as pension and profit-sharing plans, charitable organizations and corporate/business clients. The firm offers portfolio management (individual and model portfolios, both discretionary and non-discretionary), pension consulting (IPS preparation, investment selection, monitoring and participant education), financial planning and other consulting services.

The firm’s investment process combines client-specific investment policy statements with a set of model asset-allocation portfolios (Core Total Return, Core Growth, Alternative Return and Income Core) that use beta-based risk metrics and explicit limits on single-security exposure; security selection draws on fundamental, technical, quantitative and qualitative analysis. Accounts are reviewed at least quarterly with annual rebalancing as appropriate, clients retain ownership of securities and may impose reasonable investment restrictions.

Titan’s profile is atypical for a small independent firm because it manages roughly $72 million across about 430 client relationships, and it provides pension/institutional consulting in addition to individual services. The firm’s personnel maintain affiliations as registered representatives of a broker‑dealer, as licensed insurance agents and with an affiliated accounting firm and a third‑party administrator for retirement plans, relationships the brochure discloses and addresses (including fee offsets for ERISA‑covered accounts) due to the potential conflicts they create.