Where Disciplined Investing Meets Forward Thinking

ACCOUNTABILITY |TRANSPARENCY | SOPHISTICATION

Our Value

 

We believe in your work.  We believe in an interdisciplinary understanding of society’s history, issues, and solutions.  Marrying these beliefs with the financial landscape provides value to Social Scientist clients in three ways:

1. Titan Investment Management will work to overcome any asymmetrical (mis)information about investing and financial planning.

2. We will listen to you, speak to you in relatable terms, and make sure that you and your family is integrated in the entire process. 

3. As teaching peers, Titan Investment Management already has a vested interest in your work and perspective.  That bridges to a more authentic, personalized, and client-focused realtionship.  

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Our Benefits

Titan Investment Management brings institutional solutions to individuals.  Our research-oriented, disciplined investment model combines appropriate equity and fixed income vehicles for clients, resting on three main principles.

Accountability

We remove the “middleman” of mutual funds and third-party investments.  Investing through individual equity positions demostrates Titan’s investment acumen, removes layered fees & additional costs, and optmimzes tax consideration.  Further, Titan is accountable through the financial planning process, parterning with clients as they achieve their financial goals and peace of mind.

Transparency

First, our transparent fee structure is fully laid out to prospects and clients, delivered quarterly.  Additionally, we offer two different avenues to provide service: a fee-only asset management and financial planning partnership, or a montly subscription-based relationship for those early in their career and/or working toward a solid financial footing.  Just as important, Titan is transparent in our investment philosophy such that we are invested in the exact same equities as our clients.

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Sophistication

Our 3-tiered equity model brings quantitiatve (econometric and algorithmic) and qualitiative (fundamental) analysis together to actively and tactically outperform the global market.  This leads to in-house equity and fixed income selections that demonstrate Titan’s commitment to rigorous asset management & our investment process.

At Titan, we know you deserve better.

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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:

(317) 344-2169

Email:

bhorner@titaninvestmentmgmt.com