Chapel Hill, NC Office

Titleist Asset Management provides investment management, financial planning, and retirement‑plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm offers both limited and ongoing financial planning, a proprietary wrap program, and retirement plan services under ERISA Sections 3(21) and 3(38); tax and accounting services are offered through an affiliated provider, TAM Tax Services.

Portfolios are customized to client objectives and overseen by an investment committee that implements a range of allocation strategies (Income, Conservative, Balanced, Growth, Capital Appreciation, and a Global Equity model). TAM employs a Rules Based Investing (RBI) Total Return System that uses the FTSE Global All Cap as its global equity benchmark, a short‑term treasury ladder for fixed income, periodic tilts, and may utilize Shorebird model portfolios, third‑party sub‑advisers, ETFs (including buffered ETFs), structured products, precious metals and digital assets as appropriate.

Compared with many multi‑team advisors, the firm combines advisory services with affiliated brokerage and insurance activities: certain professionals are registered representatives of an affiliated broker‑dealer and act as insurance agents, and Shorebird (an affiliate) provides model portfolio strategies for which a separate model fee applies—arrangements that create additional compensation pathways and potential conflicts of interest. Other less common features include access to custody and storage for physical gold through GBI, a securities‑based line‑of‑credit program offered via third‑party banks, and the integration of tax/accounting services and a co‑owned investment entity (Terra Vineda) into the firm’s service ecosystem.