What does Titleist Asset Management do?

Titleist Asset Management, LLC (TAM) is a Registered Investment Advisor based in San Antonio, Texas, established in 2003. The firm provides a comprehensive platform for independent financial advisors, enabling them to offer investment advisory and brokerage services to a diverse clientele, including institutions, retail investors, charities, trusts, foundations, partnerships, and corporations. TAM emphasizes a process-driven approach, empowering advisors with access to advanced technology, top-tier clearing, and a dedicated team of investment professionals. TAM manages approximately $2.3 billion to $2.7 billion in assets and supports around 34 advisors. Its affiliate, Titleist Capital, LLC, operates as a Broker-Dealer, allowing advisors to serve clients across advisory and brokerage capacities. The firm partners with leading custodians such as Charles Schwab and Fidelity Investments for client asset custody. TAM's core offerings include investment management services, which can be discretionary or non-discretionary, and personalized advisory services tailored to individual client needs.