Where Disciplined Investing Meets Forward Thinking

ACCOUNTABILITY |TRANSPARENCY | SOPHISTICATION

Small Business 401K

Trust and integrity are the foundation that our work is built upon. You dedicated your life to your business. Let us partner with you for your future.

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Multigenerational Family Wealth

Family is everything. Family is why we do what we do. At Titan, we are here to give your family the best care across the generations.

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High Networth Individuals

For those who refuse to put their capital in a retail solution filled with mutual funds, we provide a custom portfolio built to the highest specifications.

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A Passion for Excellence

Titan Investment Management

At Titan Investment Management, we provide a full spectrum investment solution designed for personal accounts, trusts, IRAs, employer-sponsored plans, and other types of investment accounts. Our goal is to deliver customized, thoughtful investment solutions with competitive performance, relevant insights, and a clear analysis of results and fees. 

Founder & CEO – Titan Investment Management

Kenny Blickenstaff, MBA, CFA

After years in the institutionalized investment world as a Chartered Financial Analyst, I realized that people deserved a better investment solution for their future than what they were being offered through the traditional retail market.

When I started Titan Investment Management, I dedicated myself to building the best investment solution available that is built on four key elements – Relationship Focused, Deep Understanding of Client Needs, Disciplined Portfolio Construction, and Rigorous Oversight.

I am passionate about the markets and I am dedicated to bringing you a high-level investment solution. (Learn more about Kenny… )

Relationship Focused

Our work together is built on trust and a deep understanding of your needs and vision for the future. Everything starts with a strong relationship that endures across time.

Deep Understanding

Before we invest any money for a client, I will work with you personally to understand your needs, identify your goals, and evaluate your tolerance for risk, and determine your time horizon.

Disciplined Portfolio Construction

Our portfolio construction is second to none. We leverage exposure to an appropriate mix of traditional and nontraditional assets. Maximizing the interplay of sectors, industries, and countries.

Rigorous Oversight

When implementing a client’s investment strategy, a stringent process to screen the existing portfolio, as well as new ideas, is constantly exercised, selecting only those that meet the objectives established for that client.

With experience across all market conditions and cycles, we thrive in both turbulent as well as exuberant markets, and we strive to provide a solution that will exceed your expectations

Titan Investment Management

Our Approach & Philosophy

Our goal at Titan is to deliver customized, thoughtful investment solutions with competitive performance, relevant insights, and a clear analysis of results and fees. With experience in both turbulent as well as exuberant markets we have the solutions to fit the personal, customized needs of the client

The Titan Difference

Retail investment products are composed of mutual funds that have been created as a mass-market solution that is easily sold by brokers to their established customer base. 

Besides having additionally hidden and complicated costs, mutual funds come with little accountability as the mutual fund manager is the one making the actual investment selection with the broker or investment advisor having no say in the security selection. Lastly, many mutual funds are used to simply replicate the performance of the overall markets. They are sold as a “safe solution” to the retail market.

Our Competitive Advantage – Titan’s Four Tier Model

At Titan, we know you deserve better than a portfolio filled with mutual funds. The Titan portfolio is designed with four tiers that are composed of only high-grade equities and bonds. This design structure keeps costs down and provides maximum return across all market conditions while managing risk and draw-down.

The first tier serves as the core foundation of the portfolio. This foundation is composed of in-house security selection in US equities. The second tier is composed of in-house security selection in US fixed income. This mix of core US equities with US fixed income not only diversifies returns, but also the ability to negotiate risk and return across dynamic markets. Lastly, the third tier is composed of in-house security selection with a bias towards tactical and high potential trading opportunities. This tier is constantly reviewed and monitored given the dynamic structure of the tier. The fourth tier is those equities that are on our watch list as high potential opportunities that we systematically evaluate for performance and value.

This four-tier approach allows Titan to remain agile and responsive to market conditions, it allows us to harvest taxes to your advantage, and more importantly, it allows us to optimize return while managing risk in a much more sophisticated and thoughtful manner.

Understanding this distinction is critical for your performance, your success, and your future.

Our Philosophy is Built on Five Pillars

Asset Allocation

By properly diversifying across the investment spectrum the risk of one particular asset class defining performance is diluted.

Security Selection

Further diversification can be achieved by selecting specific securities that reflect Titan’s strongest convictions.

Time

Historically, over the long term investment goals are more feasible than if it is approached as a day to day solution.

Investor Behavior

Titan clients receive a customized investment plan set out to meet the client’s objectives. Sticking to this plan is paramount to its successful execution.

Taxes

Titan’s core solution optimizes individual securities that reflect management’s conviction as well as the ability to harvest losses and achieve optimal tax results.

“I put the future of my family and my personal wealth in the same equities as my clients. I believe this conveys an additional level of conviction and transparency”

 – Kenny Blickenstaff, CFA, MBA

Titan Investment Management

Wealth Solutions

Customized Thoughtful Investment Solutions with Competitive Performance

At Titan Investment Management, we are an investment advisor first, but seek to provide overall wealth management advice. We seek to manage your investment picture, whether that be personal accounts, trusts, IRAs, employer-sponsored plans, and other types of investment accounts.

Small Business 401K Investing

As a successful business owner, one of the lower priorities is the firm’s 401k. However, Titan brings a holistic, yet sophisticated approach that benefits all participants regardless of balance. This 401k strategy is a turnkey solution that removes the potential headaches of a business owner managing the 401k.

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Multigenerational Family Wealth

Time is fickle and often catches us off guard. However, with the help of Titan, you can be prepared for the passage of time. With Titan, your hard-earned wealth will not only receive personalized care and a sophisticated solution for you now but for generations to come.

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High Net Worth Individuals

For those who refuse to put their capital in a retail solution filled with mutual funds, we provide a custom portfolio built to the highest specifications. Bring the latest research in quantitative and fundamental analysis we strive to provide you a sophisticated investment solution that will compete in the toughest of markets.

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Whether one is looking to grow their lifetime wealth or preserve that lifetime wealth for generations to come, Titan can construct an investment solution based on your priorities.

Ready to Get Started?

Meet Your Team

Kenny Blickenstaff

There’s that one guy you can just feel his competitive nature and fierce intellect as soon as he walks into the room. Then you smile because you know he works for you.

Born and raised in Lafayette, Indiana, Kenny completed his undergraduate studies at Purdue University in 2008 with a Bachelor of Science in Business Administration. Immediately following graduation, he began pursuing his Chartered Financial Analyst designation and employment at Charles Schwab as a broker. He then moved on to become an investment analyst for Purdue Federal Credit Union and completed his CFA designation, passing each level on his first attempt.

After completion of the CFA, he began working for Busey Wealth Management as a Fixed Income analyst and eventually moved on to become a Portfolio Manager and Vice President of Investment Management playing a key role in the management of a $6 Billion multi-family fund. While working for Busey, he also began pursuing his MBA at the University Of Chicago Booth School Of Business on nights and weekends.

This pursuit eventually led him to Chicago where he began employment as a Fixed Income Analyst for Geneva Advisors (now CIBC) and took on an advisory role with all equity products. After graduating from the University of Chicago Booth with his MBA in June 2016, he was promoted to Portfolio Manager, eventually overseeing the security selection of over $1.5 billion in assets.

Ten years of education and experience ultimately led to the inception and creation of Titan Investment Management in 2018 – an amalgamation of investment experience, continual education, and forward-thinking strategies.

Kenny now lives in Zionsville, Indiana with his wife, Jordan, and their daughter. He enjoys spending time with his family, outdoor sports, reading, and exercise in his spare time.

Ben Horner

He genuinely wants to serve you and share his knowledge.  That’s how I take him.  He’s authentic and curious but holds people to expectations.

Ben is a lifelong Hoosier and graduated from Indiana University in 2002 with a degree in English literature. His career in education started with Indy Parks leading afterschool programs at I.P.S. elementary and middle schools. After, Ben became a general education instructor at Harrison College before eventually being promoted to Academic Dean. In 2009 Ben earned a Master of Arts in international relations from the University of Indianapolis. Since he has also completed doctoral coursework in international development from the University of Southern Mississippi.

In 2013 Ben moved to financial services focused on financial literacy and wealth management education as an Edward Jones Financial Advisor. His office worked with over two hundred households during his tenure. Concurrently, Ben taught adjunct courses at the University of Indianapolis. In late 2016 Ben left Edward Jones and continued teaching at local colleges and universities including Ivy Tech Community College, Marian University, IUPUI, and Franklin College.

Later Ben transitioned his perspective & priorities as an independent Investment Advisor while continuing to teach. 2018 brought a promotion at the University of Indianapolis to Associate Faculty Adjunct, which entails greater involvement as a History and Political Science department professor. In late 2020 Ben was offered the opportunity to join Titan Investments and couple his expertise with that of the firms. Ben lives in the historic Indianapolis neighborhood of Irvington with his wife of fifteen years and four children. He enjoys sports, podcasts, state parks, and the horror genre.

At Titan, we know you deserve better.

Titan Insights

We live in turbulent and uncertain times. Titan provides current and timely insights on market conditions, market influences, and trends.

Newsletter

Our monthly newsletter features the latest market analysis that incorporates market valuations and how those valuations are being influenced by COVID-19, elections, and other world events. In addition, insights into Titan’s investment positioning and tactical ideas.

Market Insights

An in-depth review of the US equity and fixed income market as well as the Global equity and fixed income market. Focus is zeroed in on where pockets of value exist and how these pockets will be employed in portfolios to capture opportunities both strategically and tactically.

Investments

This section highlights the depth of research that goes into each individual investment held at Titan. Specifically, this resource highlights the upside, potential downside, and the overall valuation relative to the current market price of each holding.

Contact us

We look forward to hearing from you and beginning to work on building your financial future.

Get in touch

Address:

1533 W. Oak St. Suite 120 Zionsville, IN 46077

Phone:

(765) 418-8223

There are no warranties implied. Titan Investment Management LLC (TIML) is a registered investment adviser located in Zionsville, IN. TIML may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. TIML’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of TIML’s web site on the Internet should not be construed by any consumer and/or prospective client as TIML’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by TIML with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of TIML, please contact the state securities regulators for those states in which TIML maintains a registration filing. A copy of TIML’s current written disclosure statement discussing TIML’s business operations, services, and fees is available at the SEC’s investment adviser public information website – http://www.adviserinfo.sec.gov or from TIML upon written request. TIML does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to TIML’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Investment advisers are required by law to inform their clients of their policies regarding the privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information. TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice. PARTIES TO WHOM WE DISCLOSE INFORMATION All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information: For everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus; For our marketing – to offer our products and services to you; For joint marketing with other financial companies; For our affiliates’ everyday business purposes – information about your transactions and experiences and information about your creditworthiness; or For non-affiliates to market to you. If you are a new customer we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing. PROTECTING CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building. FEDERAL & STATE LAW ALLOWS YOU TO LIMIT SHARING – OPTING OUT Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for non-affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing. DEFINITIONS: Affiliates – companies related by common ownership or control. They can be financial and non-financial companies; Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies; Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you. Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.