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 is an SEC-registered multi-advisor wealth manager that serves individuals (including high-net-worth clients), trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning (limited and ongoing), retirement plan consulting (3(21) and 3(38) services), and access to third‑party managers and model portfolios. Portfolios are implemented through client-specific asset-allocation strategies (Income, Conservative, Balanced, Growth, Capital Appreciation, and a Global Equity model) overseen by an investment committee and monitored on an ongoing basis. The firm describes a Rules Based Investing (RBI) Total Return System that uses the FTSE Global All Cap as a baseline, macro-driven portfolio “tilts,” and a short-duration laddered fixed‑income sleeve; TAM also uses quantitative, technical and third‑party research and may utilize ETFs, mutual funds, options, and other instruments. Compared with many multi-team RIAs, TAM has multiple affiliations and service lines that can affect recommendations: an affiliated broker‑dealer (Titleist Capital, LLC) and registration of some TAM professionals as broker‑dealer representatives, insurance licensing among certain personnel, and an affiliate sub‑adviser (Shorebird) that provides model portfolios for a separate model fee. The firm also offers tax and accounting services through an affiliate (TAM Tax Services) and provides access to physical precious‑metals custody via third parties; these affiliate relationships and product channels are disclosed as creating potential conflicts of interest, and clients are informed they are not required to use affiliate services.
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.
You can also browse Titleist Asset Management, LLC's office locations.
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