Titleist Asset Management, Ltd. (TAM) is a registered investment advisor and an independent full-service brokerage firm with offices in Austin and San Antonio, Texas. We specialize in managing portfolios consisting of a variety of investment products including fixed income, equities, mutual funds, and derivatives. Our clientele includes institutions, retail, charities, trusts, foundations, savings and retirement plans.

The term "fiduciary responsibility" is more than a phrase at TAM. It means we must act with your best interest in mind. As a fiduciary, we are different from traditional investment advisors, insurance agents, and other product vendors. This is a distinction we are proud of and one that benefits you. We are advisors and consultants, not product sales people like many in the financial services industry. As a Registered Investment Advisor (RIA) firm we must strictly adhere to the rules and regulations of the Financial Industry Regulatory Authority (FINRA), Texas State Securities Board, and the Securities and Exchange Commission (SEC) for the safety and protection of our clients. We are compensated on a fully-disclosed fee basis as opposed to a product-oriented commission structure.

We specialize in retirement plan services and private wealth management using non-proprietary investment vehicles along with our unbiased selection process. TAM is completely independent which allows our investment team the flexibility to choose the best investment options for our clients with lower expenses. This structure allows us to select the most appropriate mutual funds when constructing investment options and models for corporate retirement plans. All of our plans are well diversified encompassing top ranked funds from Fidelity, American Funds, Vanguard, Franklin Templeton, Janus, Oppenheimer, T. Rowe Price, Dodge & Cox, and Columbia to name some. This gives us the ability to increase long-term performance for each participant while controlling expenses and mitigating risk.

We are committed to integrating the most professional service in the industry with our unique approach to management. Plan investment options are constantly monitored and managed to ensure the participant's money is always working for them in the most efficient manner. TAM is also an independent broker/dealer which allows us the ability to provide all of our clients with greater access to a broader range of products and services with an unbiased approach.

TAM offers an alternative to the traditional full-service investment firm. Our core strategy is designed to achieve superior performance for each client by carefully analyzing individual objectives, tax situation, and time horizon to create a portfolio that will utilize the most appropriate investments. Our proprietary research combines fundamental, quantitative, and technical analysis in addition to our focus on economic research. This allows our management team the ability to make efficient and well-informed investment decisions for each client.

If you have any questions you can contact a retirement plan specialist at 210.826.2424 in San Antonio or 512.494.1003 in Austin, Texas.