Titleist Asset Management, LLC

Overview

Titleist Asset Management, LLC is an independent, SEC-registered investment adviser organized as an LLC. The firm is positioned as a multi-service capital allocator that works with both individuals and families as well as institutional clients. Its revenue model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements, and the firm also operates as a registered representative of a broker-dealer and as an insurance broker. Advisory capabilities span financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside managers. The firm is identified as a capital allocator and has industry affiliations that include acting as sponsor, general partner or managing member of pooled investment vehicles. Titleist does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices