Titleist Asset Management Achieves Major Milestone in Growth

Titleist Asset Management Surpasses $2 Billion in Assets Under Management

Recognized as a leader in the investment advisory space, Titleist Asset Management LLC (TAM) has recently celebrated a significant milestone by surpassing $2 billion in assets under management (AUM). Since its founding in 2003 by Byron Fields and Joe-Ben O'Banion, TAM has been dedicated to achieving organic growth, moving from a startup phase to becoming an influential player in the investment management sector over two decades.

Significant Growth and Recognition

In 2024, TAM has been recognized as the fastest-growing Registered Investment Advisor (RIA) in its state. Additionally, it stands as the 22nd fastest-growing firm nationally among firms with over $500 million in AUM. This impressive growth was marked by a 46% increase in AUM from the previous year, demonstrating TAM's commitment to client service rather than growth through acquisitions or outside capital. The firm consciously avoids taking on outside funding to maintain its independence and continue prioritizing a client-first approach.

Commitment to Core Investing Principles

Byron Fields, co-founder of TAM, emphasized the importance of foundational investment strategies that prioritize diversification, tax efficiency, transparency, and reasonable fees. By adhering to these principles, TAM has fostered strong relationships with its clients, which has naturally drawn new clients seeking trustworthy investment advisors.

Attracting Top Talent

Moreover, the firm has recently expanded its team by adding five experienced investment advisors, signaling its strong appeal to high-caliber talent in the competitive investment landscape. The unique opportunities TAM provides, paired with robust operational support, create an environment that not only attracts seasoned professionals but also fosters ongoing growth.

The TAM Value Proposition

TAM’s operational model focuses on aligning the interests of the firm, advisors, and clients, ensuring that all parties benefit from a shared vision. This alignment is pivotal to creating a seamless experience for clients navigating the complexities of investment management. Advisors are drawn to the firm due to the independence it offers, which cultivates an innovative atmosphere conducive to long-term success.

About Titleist Asset Management

Titleist Asset Management provides a comprehensive platform that aids advisors with advanced technology, clear compliance solutions, and a dedicated team specializing in asset allocation and financial planning. By fostering these essential services, TAM creates a supportive ecosystem that empowers advisors to thrive in a competitive market.

As a registered investment adviser with the Securities and Exchange Commission (SEC), TAM is geared towards providing exceptional advisory services while simultaneously ensuring compliance and regulatory standards are met. Despite its rapid growth and success, TAM remains committed to upholding the integrity of investment management.

Frequently Asked Questions

What is Titleist Asset Management's recent achievement?

Titleist Asset Management has surpassed $2 billion in assets under management, marking a significant milestone in its growth.

Who are the founders of Titleist Asset Management?

Titleist Asset Management was founded by Byron Fields and Joe-Ben O'Banion in 2003.

What growth has Titleist Asset Management experienced?

TAM achieved a 46% increase in assets under management from the previous year and is recognized as the fastest-growing RIA in Texas for 2024.

Why does Titleist Asset Management avoid outside capital?

TAM consciously avoids outside capital to retain independence and uphold its client-first approach.

What services does Titleist Asset Management offer?

TAM provides comprehensive support including advanced technology, compliance solutions, and investment expertise to advisors.

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