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Titleist Asset Management, Ltd.


Titleist Asset Management, Ltd. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Titleist Asset Management is a registered investment advisor and full-service brokerage firm located in Austin, Texas. They specialize in managing portfolios consisting of a variety of investment products including fixed income, mutual funds, equities, derivatives, and oil and gas exploration. Their clientele includes retail, institutions, charities, foundations, trusts, savings and retirement plans.

They are committed to integrating the most professional service in the industry with their unique approach to management. Your account will be constantly monitored and managed to ensure your money is always working for you in the most efficient manner. They are an independent broker/dealer which allows them the opportunity to give their clients greater access to various products with an unbiased approach. Titleist Asset Management’s 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.

Titleist Asset Management offers an alternative to the traditional full-service investment firm. Their offerings include a broad range of products and services which help them to provide each client with the most suitable and effective investments. Their proprietary research combines both fundamental and technical analysis in addition to their focus on economic research. This allows their management team the ability to make efficient, well-informed investment decisions for each client.

Titleist Asset Management offers a broad spectrum of investment products which gives them the unique ability to take advantage of and capitalize on the different opportunities the markets present. The investments they offer include Equities, Fixed Income, Mutual Funds, Derivatives and Oil & Gas.

Titleist Asset Management is an introducing broker/dealer and a registered member of the NASD, Municipal Securities Rulemaking Board and the Securities Investor Protection Corporation. They are a fee-based broker/dealer specializing in the management, protection and growth of assets. All accounts are held with Pershing, the leading provider of comprehensive brokerage execution, data processing, clearance, investment products and services to financial organizations worldwide.
 
 

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