On Titan

High finance is as American as apple pie. It has been the rails of our economy since Hamilton invented our treasury. Our nation invented Wall Street. Global capital markets look to us for leadership. These rails have quietly powered the titans of industry for generations. The renegades, the builders, the deciders, the creators.
We’re closely watching this next generation of titans. They are the ones that will carry us forward. To us, they are everything.

We know that it takes a village to succeed. Our job is to play a small role in their backstage supporting cast - that of a money manager. Quietly behind the scenes we’re powering their wealth. We’re helping them think through everything that life throws at them that has anything to do with money. We’re investing their capital, thoughtfully, amidst evolving markets. We’re helping them with cash management, buying a home, buying an engagement ring, crypto exposure, retirement.

They are the CEO of their life. While they could totally figure out how to manage money themselves, they hire us because they don’t have the time nor expertise. We’re their CFO. To date, we’ve helped tens of thousands of Titans navigate their money decisions. Good news: We believe we’re entering a golden age of wealth. For our clients, this could mean more opportunities to grow their wealth over time. We’re here standing by when they need us. We report to them.