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Lance Huntley Email
CHIEF COMPLIANCE OFFICER . Titleist Asset Management Ltd.
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Employees:
32Revenue:
$5.4MAbout
Titleist Asset Management was established in 2003 as a Registered Investment Advisor and Broker Dealer. Dual registration enables independent advisors the ability to serve their clients in every capacity. Our platform gives advisors access to top-tier clearing and custody, industry leading technology and access to a team of investment professionals who specialize in securities analysis and portfolio management. Our business model is centered on creating a platform that supports advisors in navigating the increasingly complex investment landscape and emphasizes the alignment of interest between firm, advisor and client. Our clientele include institutions, retail, charities, trusts, foundations, partnerships and corporations. Titleist Asset Management is registered and licensed with the SEC, FINRA, MSRB, Texas Department of Insurance, and a member of SIPC. * Partnered with Charles Schwab, TD Ameritrade, Raymond James Financial, SEI Investments Company, and AXOS Clearing to provide custody of client assets with the top tier independent custodians in the world * Investment process combines macro, fundamental, quantitative and technical analysis to tactically construct a core portfolio of individual securities, ETFs and funds allowing clients to achieve superior risk adjusted market returns * Incorporates active, passive, and factor based strategies into portfolios * Over $700 million in Assets Under Management * Domestic locations in Austin, San Antonio, Houston, Dallas and New York * 28 registered professionals with diverse backgrounds in the financial services industryTitleist Asset Management Ltd. Address
777 E Sonterra BlvdSan Antonio, TX