Investment Consultants &
Independent Financial Advisor
When you need fresh ideas and sound advice, turn to Titania. We will be there for you every step of the way.
Services
Institutional Consulting & Governance Services include consulting services for corporations, foundations, endowments, pension plans or other employee benefit plans, not for profit organizations & local government/municipalities.
Portfolio and Wealth management services include development and execution of an Investment Policy Statement with a special emphasis on asset allocation based on investor risk tolerance, milestone planning, philanthropic & charitable giving and stock option analysis. Wealth management services also include working with external legal counsel and tax consultants on matters related to establishment and maintenance of trusts.
Why Titania Investments LLC?
We are an independent Registered Investment Advisor and act in a fiduciary capacity to meet your unique needs. We do not receive any commissions on products that we recommend to our clients.
What makes us different?
Wealth Management
We receive no commissions from product recommendations. Your portfolios are custom designed and maintained at a custodian of your choosing.
Our Mission
Our goal is to be the preeminent thought leader in integrating risk management and asset allocation strategy for individuals, families, charities, municipalities & corporations.
Corporate Services
We leverage our founder's experience in institutional investment management and his corporate CFO experience to address the unique challenges facing main street and corporate America today.