Titleist Asset Management, LLC.

11/19/2024

Titleist Asset Management Surpasses $2 Billion in Assets Under Management!

https://www.prnewswire.com/news-releases/titleist-asset-management-surpasses-2-billion-in-assets-under-management-302310133.html

Titleist Asset Management LLC. (TAM), a leading Registered Investment Advisor (RIA), has surpassed $2 billion in assets under management (AUM). Founded in 2003 by Byron Fields and Joe-Ben O’Banion, TAM has seen consistent, organic growth—rising from a startup without any existing clients to an industry leader in just over two decades. TAM has dual headquarters in Austin/San Antonio; and offices throughout Texas, Oklahoma, South Carolina, North Carolina, California and Florida.

Ranked by Financial Advisor magazine as the fastest-growing RIA firm in Texas for 2024, TAM is recognized as the 22nd fastest-growing firm in the U.S. among firms with at least $500 million in AUM. Achieving a 46% AUM growth from 2023 to 2024, TAM stands out for its dedication to organic growth, relying on the strength of its service and expertise rather than acquisition.

Congratulations to all of our advisor-partners and dedicated team members for passing this big milestone.

TITLEIST ASSET MANAGEMENT
Titleist Asset Management, LLC was established in 2003 as a Registered Investment Advisor. Its affiliate, Titleist Capital, LLC serves as a Broker-Dealer.

10/31/2024

Titleist Asset Management, LLC. is pleased to welcome Katarina Partalas to our firm as a Client Service Associate. Her work experience includes advisor support, account management and trading. Katarina was an accomplished NCAA All-American Honors diver from Trinity University and brings her strong work ethic and client commitment to our team. Welcome to TAM! https://www.tamgmt.com/ #/team/katarina-partalas

01/25/2024

We are excited to announce that Chris Mann has joined Titleist Asset Management as an investment advisor. Chris is a Certified Financial Planner who has worked in the financial services industry for over 30 years to serve clients with their wealth management and retirement planning needs. Welcome to the team! https://www.tamgmt.com/ #/team/chris-mann

08/18/2023

We continue to grow at Titleist Asset Management and are looking for an enthusiastic Operations Associate to join our firm. Please review our job description and reply if you or someone you know may be interested.

https://www.linkedin.com/jobs/search/?currentJobId=3690730506&f_C=1486374&geoId=92000000&originToLandingJobPostings=3690730506

12/23/2022

We’re for an Operations Associate at our firm. Please click the link below to see the job description and reply if you or someone you know may be interested.

09/14/2022

Read about the benefits of dividend paying stocks. Austin Graff, CFA, co-CIO at Titleist Asset Management, Ltd. and Portfolio Manager of the TrueShares Low Volatility Equity Income ETF, DIVZ, provided his insights for CNN Business.

Tuesday's massive stock market meltdown should serve as a reminder to investors that in times of turmoil, it pays to own shares of companies that also pay you.

08/12/2022

Austin Graff, CFA, co-CIO at Titleist Asset Management, Ltd., provides an update in MarketWatch and MSN on the TrueShares Low Volatility Equity Income ETF (DIVZ) he manages. Click on the link below to learn more.

https://www.msn.com/en-us/money/markets/this-dividend-paying-etf-is-beating-the-stock-market-this-year-%E2%80%94-and-its-manager-expects-the-euphoria-recently-seen-in-stocks-wont-last/ar-AA10zirb

06/28/2022

Austin Graff, CFA, Co-CIO at Titleist Asset Management, Ltd. joined TD Ameritrade Network again to review the performance of DIVZ, the TrueShares Low Volatility Equity Income ETF that he manages. Click below to learn more.

Rising interest rates have caused equity valuations to decline moderately, says Austin Graff. He discusses TrueShares Low Volatility Equity Income ETF (DIVZ). He talks about how DIVZ is only down 1% this year and some of its top stock holdings include UNH, JNJ, XOM, ABBV, and DVN. He then forecasts....

05/17/2022

Listen to Austin Graff, CFA, Co-CIO at Titleist Asset Management, Ltd. as he discusses the TrueShares Low Volatility Equity Income ETF DIVZ on Bloomberg Radio.
https://www.bloomberg.com/news/audio/2022-05-11/austin-graff-drive-to-close-audio

Click here for a full list of DIVZ holdings: https://truesharesetfs.com/divz

Click here to learn more about Titleist Asset Management: www.tamgmt.com.

05/03/2022

Please click this link for TD Ameritrade Network to hear Austin Graff, co-CIO at Titleist Asset Management (www.tamgmt.com) discuss market insights and the Trushares Low Volatility Equity Income Fund, DIVZ.
https://tdameritradenetwork.com/video/countering-inflation-with-trueshares-low-volatility-etf-divz-

04/26/2022

Titleist Asset Management (www.tamgmt.com) is pleased to announce that Mark Koellner, CFP®, CRPC®, has joined our firm as a Financial Planning and Investment Advisor! Mark has many years of experience in financial services and uses a refined process to translate the complexity of financial planning into simplified step-by-step actions. He is based in Dallas and delivers a comprehensive strategy to manage clients’ accumulation of assets and protect against risks. Please contact Mark at [email protected]. Welcome to the team!

04/25/2022

Titleist Asset Management, Ltd. (www.tamgmt.com) co-CIO Austin Graff, CFA was featured in the latest edition of Barron's Streetwise podcast with Jack Hough and his magazine article on "6 Dividend Stocks to Help You Whip Inflation Now". Listen to the podcast here, starting at the 3:00 minute mark. https://www.marketwatch.com/podcasts/streetwise/att-twitter-and-investing-for-peak-inflation/99AF4833-9F36-499D-8B51-8974DA530282