TITLEIST ASSET MANAGEMENT

R Judd Wealth Management’s parent company and an 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).

Disclosures