Automated Bonds


About Automated Bonds

Titan’s Automated Bonds strategy delivers passive, income-focused exposure through a diversified basket of ETFs—including municipals, corporate bonds, treasury securities, and emerging markets debt. It’s built to provide stability, diversification, and income as part of a well-balanced portfolio.


The Process

Idea Generation and Investment Universe

The Titan Automated Bonds investment process begins with a broad set of bond markets designed to offer diversification relative to one another. Its investment universe typically spans a range of fixed income segments, from emerging market debt to municipal bonds. The portfolio is constructed using a rigorous, rules-based model.

Rules Based Approach

Our automated, rules-based approach to determining investment weights is grounded in time-tested principles of Modern Portfolio Theory. Our model develops forecasts for correlations and volatilities across bond markets, and selects weights that aim to enhance risk-adjusted returns.

Portfolio Management

Investment allocations may drift over time due to market movements, which is why the strategy may be rebalanced quarterly as part of managing risk. Rebalances are implemented within reasonable thresholds in seeking appropriate risk management, while minimizing unnecessary trading. Holdings and weights for Automated Bonds may differ between taxable and retirement accounts.


Key Facts

  1. Asset Class: Bonds (fixed income, via ETFs)
  2. Advisory Fees: 0.20%
  3. Strategy Expenses: 0.12%
  4. Inception Date: February 3, 2023
  5. Rebalancing Frequency: Quarterly
  6. Withdrawal Interval: Daily
  7. Minimum Investment: $100 

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2. This strategy has an advisory fee of 0.20% on the assets under management, which is in addition to the $25 monthly client fee.

3. ETFs have operating expenses–referred to as "expense ratios"–charged by the ETF issuers. The figure shown reflects a weighted average of their publicly reported expense ratios. Actual expenses may vary from this estimate.