Titan Funds Print E-mail

Established in June 2007, Titan Funds offers Titan Managed Portfolios; a suite of structured, optimally-balanced portfolios with a unique, active approach to rebalancing, designed to meet the needs of most investors.

Titan Funds has partnered with Connor, Clark & Lunn Private Capital Ltd., portfolio advisor of the Titan Managed Portfolios and an affiliate of Connor, Clark & Lunn Financial Group, Canada’s only multi-boutique asset management firm with approximately $32 billion in assets under management. Titan Managed Portfolios are available exclusively through Partners In Planning Financial Services Ltd. and other selected dealers.

Managed Money Programs
A fundamental shift is taking place in the retail investment industry; advisors are offering their clients a more holistic approach to financial planning and partnering with professional money managers for asset allocation and security selection.

Managed Money programs provide a single ticket investment that can fulfil the complete investment management portion of a client’s integrated financial plan.  These programs offer significant diversification and a defined process of systematic rebalancing to ensure the risk and return profile of the portfolio is maintained.

Benefits of Managed Money:

  • Access to an all-in-one, fully diversified investment solution
  • All accounts, regardless of size, benefit from Asset Allocation
  • Effective and thorough process for rebalancing assets
  • Separation of responsibility for asset allocation and security selection
  • Professional institutional-style asset management
  • Ongoing oversight and management of the investment

Titan Managed Portfolios offer a suite of four Managed Money Portfolios and a money market fund which can serve as the total investment management portion an investor’s financial plan.   The Portfolios employ a Pure Investment Mandate by carefully selecting specialized investment managers to invest exclusively within their area of expertise.  Monitoring and rebalancing is managed by the Connor, Clark & Lunn Asset Allocation Team making Titan Managed Portfolios the easy choice for the investment management portion of an integrated financial plan.  Originally available only to institutional and high net worth clients, Titan Managed Portfolios provides access to Managed Money and to Connor, Clark and Lunn Financial Group to all investors.

 

Click here to find out more about Titan Funds and Titan Managed Portfolios