Titleist Asset Management

Financial ServicesTexas, United States11-50 Employees

Titleist Asset Management (TAM) is a Registered Investment Advisor founded in 2003, with an affiliated Broker-Dealer, Titleist Capital, that broadens independent advisors’ regulatory registrations. The firm supports independent advisors with custodial access, a technology platform, and an investment team's securities analysis and portfolio management capabilities, while it maintains regulatory registrations with SEC, FINRA, MSRB, the Texas Department of Insurance, and SIPC membership. TAM serves a diverse client base that includes institutions, retail investors, charities, trusts, foundations, partnerships, and corporations, aiming to align interests among the firm, advisors, and clients. It operates on a national basis with offices in Texas cities such as Austin, San Antonio, Dallas, Houston, Corpus Christi, and Nacogdoches, along with locations in Oklahoma City, Greenville, Chapel Hill, San Francisco, and Atlanta. Its investment approach blends macro, fundamental, quantitative, and technical analysis to construct a core portfolio of securities, ETFs, and funds, supported by assets under management exceeding $2.3 billion.

Sign up for free to view info

Email Format Employee directory