Titan Wealth Planning

Titan Passive Managed Portfolio Service

This is a range of 5 risk-rated portfolios where each aims to maintain a relevant volatility range over rolling 10 year time periods and has an agreed strategic asset allocation. Actual volatility may fluctuate outside of these boundaries. Each portfolio will be invested in a mix of equities, fixed income and other defensive assets in accordance with its objective.

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The portfolios will achieve their aim through a combination of capital growth, which is profit on investments held, and income, which is money paid out of investments such as dividends from shares and interest from bonds.

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Important Information

The range is managed by Titan Square Mile, which is a trading style of Square Mile Investment Services, authorised and regulated by the Financial Conduct Authority. Titan Square Mile is part of the Titan Wealth group of companies.

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Titan Wealth

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