Titleist Asset Management, LLC was established in 2003 as a Registered Investment Advisor. Its 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 includes institutions, retail, charities, trusts, foundations, partnerships and corporations.
Titleist Asset Management, LLC (“TAM”) is registered with the SEC as an investment adviser. TAM’s affiliate, Titleist Capital, LLC (“Titleist Capital”), is registered with the Securities and Exchange Commission (“SEC”) as a broker-dealer and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation.