Titleist Asset Management

At Titleist Asset Management, we pride ourselves on being a leading Registered Investment Advisor, offering a unique approach to investment management. Our legacy began in 2003, when our co-founders, Byron Fields and J.B. O'Banion, recognized the need for a more personalized and client-centric approach to investment management. Over the years, we have developed a platform that empowers independent advisors to serve their clients with confidence, leveraging our expertise in securities analysis and portfolio management.

Our Services

We are a firm focused on creating long-term value for our clients. We achieve this by providing tailored investment solutions, expert securities analysis, and exceptional customer service. Our services encompass a wide range of investment products and strategies, catering to individuals, institutions, charities, trusts, foundations, partnerships, and corporations.

Our Team

Our team comprises seasoned investment professionals with extensive backgrounds in securities analysis, portfolio management, and wealth management. Our co-founders, Byron Fields and J.B. O'Banion, bring a combined 40 years of industry experience, with expertise in trading operations, fixed income and equity divisions, and risk management.

Our team members include:

• Byron Fields, Managing Partner and Principal, with over 20 years of investment experience
• J.B. O'Banion, Managing Partner and Principal, with over 20 years of investment experience
• George H. "Kam" Kronenberg III, Chairman, with extensive experience in corporate finance, principal investing, and strategy
• Austin Graff, Co-Chief Investment Officer, CFA, with over 17 years of investment experience
• Russell King, Investment Advisor and Partner, with over 20 years of investment experience

Our Philosophy

At Titleist Asset Management, we believe that a personalized approach to investment management is key to achieving long-term success. We take the time to understand each client's unique goals, risk tolerance, and financial objectives. By doing so, we can tailor our investment solutions to meet their individual needs, providing peace of mind and confidence in their investment decisions.

Services Offered

Our comprehensive services include:

• Investment Management: Our team of experts will work closely with you to create a customized investment strategy tailored to your unique needs and goals.
• Portfolio Management: Our portfolio management services ensure that your investments are aligned with your goals and risk tolerance, while providing regular updates and analysis.
• Securities Analysis: Our research team conducts in-depth analysis to provide valuable insights and recommendations on various securities and investment products.
• Risk Management: We help you manage risk by identifying potential threats and creating strategies to mitigate their impact.

Conclusion

At Titleist Asset Management, we are dedicated to providing exceptional investment solutions, personalized service, and expert guidance to help you achieve your financial goals. Our team of experts is committed to delivering exceptional results, and we are proud to serve a wide range of clients, from individuals to institutions.