Titleist Asset Management
Financial ServicesTexas, United States11-50 Employees
Titleist Asset Management (TAM) was established in 2003 as a Registered Investment Advisor. Its affiliate, Titleist Capital (TC) serves as a Broker-Dealer. Offering both registrations enables independent advisors the ability to serve their clients in every capacity. Our platform gives advisors access to top-tier clearing and custody, an industry-leading TAM360 tech stack and a team of investment professionals who specialize in securities analysis and portfolio management. Our business model empowers advisors to become resilient, high-growth business owners. It is centered on creating a platform that supports advisors in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client. Our clientele includes institutions, retail, charities, trusts, foundations, partnerships and corporations. Titleist Asset Management and its affiliate Titleist Capital are registered and licensed with the SEC, FINRA, MSRB, Texas Department of Insurance, and are members of SIPC. We partner with Charles Schwab, Fidelity Investments, Raymond James Financial and Altruist to provide custody of client assets with top-tier independent custodians Our investment process combines macro, fundamental, quantitative and technical analysis to tactically construct a core portfolio of individual securities, ETFs and funds allowing clients to achieve superior risk-adjusted market returns We manage over $2.3 billion in Assets Under Management We are nationally based in Austin, Corpus Christi, Dallas, Houston, Nacogdoches and San Antonio, TX, Oklahoma City, OK, Greenville, SC, Chapel Hill, NC, San Francisco, CA and Atlanta, GA. We have 28 registered professionals with diverse backgrounds in the financial services industry For all firm disclosures, visit https://www.tamgmt.com/disclosures/#/firm/
1-888-653-2347 
support@leadiq.com 
