A complete list of active advisors currently associated with Titleist Asset Management, LLC

Warmer can help you find a great advisor at Titleist Asset Management, LLC or one who fits your needs even better.

Titleist Asset Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates and qualified retirement plans, offering both discretionary portfolio management and standalone or ongoing financial planning engagements. The firm also sponsors a proprietary wrap‑fee program and offers access to alternative investments and custodial arrangements for physical precious metals, digital assets, private placements and pooled vehicles. TAM constructs customized asset‑allocation strategies—Income, Conservative, Balanced, Growth, Capital Appreciation and a Rules Based Investing (RBI) Global Equity approach—overseen by an investment committee and implemented either directly or through sub‑advisers and third‑party model portfolios. The firm uses a mix of quantitative and fundamental analysis, periodic rebalancing, and may place client assets into affiliated Shorebird model portfolios (which carry a separate model manager fee) when aligned with a client’s objectives and risk tolerance. A distinctive aspect of the firm is its integration with other financial industry activities: advisory personnel are in some cases registered representatives of an affiliated broker‑dealer and act as insurance agents, and the firm has relationships with affiliated product sponsors and syndicators disclosed in its brochure. These structural features—combined with its multi‑team scale (approximately $2.65 billion in AUM and 34 advisors), wrap‑program sponsorship, and use of affiliated model and sponsor entities—are notable operational differences compared with many peers and are addressed in the firm’s conflict‑of‑interest disclosures.

To learn more about the advisors currently working at Titleist Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.