Where Disiplined Investing Meets Forward Thinking

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. 

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.

Meet Kenny

There’s that 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 Employee 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.