Titleist Asset Management, LLC was established in 2003 as a Registered Investment Advisor.  It’s affiliate, Titleist Capital, LLC 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, industry leading technology and access to a team of investment professionals who specialize in securities analysis and portfolio management. 

Our business model 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 include institutions, retail, charities, trusts, foundations, partnerships and corporations. Titleist Asset Management is registered and licensed with the SEC, FINRA, MSRB, Texas Department of Insurance, and a member of SIPC.

Partnered with Charles Schwab, Fidelity Investments, TD Ameritrade and Raymond James Financial to provide custody of client assets with top tier independent custodians

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

Over $1.3 billion in Assets Under Management

Nationally based in Austin, Dallas, Houston and San Antonio, TX, Des Moines, IA , and Boca Raton, FL

27 registered professionals with diverse backgrounds in the financial services industry

For all firm disclosures, visit https://www.tamgmt.com/disclosures/#/firm/

Titleist Asset Management

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Titleist Asset Management

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