TITLEIST ASSET MANAGEMENT
R Judd Wealth Management’s parent company and affiliate, Titleist Asset Management, Ltd., was established in 2003 as an independent broker/dealer and Registered Investment Advisor (RIA). Dual registration enables independent advisor firms like R Judd Wealth Management 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 that specialize in securities analysis, financial planning 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 includes institutions, retail, charities, trusts, foundations, partnerships and corporations.
Titleist Asset Management’s services include clearing and custody through Fidelity and Charles Schwab, investment advisory, institutional trading, financial planning, corporate retirement plans, and industry leading technology solutions.
With offices in Austin, Houston, and San Antonio, Texas, Titleist Asset Management (and R Judd Wealth Management) is regulated by the Securities and Exchange Commssion (SEC), Financial Industry Regulatory Authority (FINRA), National Futures Association (NFA), U.S. Commodity Futures Trading Commission (CTFC), Municipal Securities Rulemaking Board (MSRB), and Securities Investor Protection Corporation (SIPC).
Accounts are held directly with Raymond James Financial, Inc., Charles Schwab & Co., Inc., and/or TD Ameritrade, Inc. All Securities and Advisory Services are offered through Titleist Asset Management, Ltd., a Registered Broker/Dealer & Registered Investment Advisor (RIA) and Member FINRA / SIPC. The products offered by Titleist Asset Management, Ltd. are NOT insured by the FDIC and involve investment risks, including possible loss of principal amount invested.
NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE