Titleist Asset Management, LLC

Overview

Titleist Asset Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022 and acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm combines portfolio management and financial planning with brokerage and insurance distribution capabilities—staff serve as registered representatives of a broker-dealer and as insurance brokers—while also providing selection-of-advisers services. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Titleist lists pension consulting among its advisory services and reports relationships with broker-dealers, other investment advisers, accountants, insurance companies, and sponsors or managers of pooled investment vehicles. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices