J.B. O'Banion

Titleist Capital provides numerous investment management styles and strategies, including large and small-cap equity, international equity, fixed income, and a broad spectrum of mutual funds and exchange traded funds, either individually or in combination. Generally, the firm recommends and provides clients with a diversified investment strategy incorporating domestic and international equities, fixed income, mutual funds, exchange-traded funds, unit investment trusts among other asset classes. The exact composition of recommended programs and investment strategies will be determined by the client’s legal and tax considerations and greatly influenced by the client’s liquidity needs and tolerance for risk.

TAM incorporates both active and passive strategies into their portfolios and believesve each style has merit. They have no bias towards value or growth, nor do they target a range of market capitalizations. The firm selects investments that are appropriate for that account and believes market conditions along with each client’s unique profile should be the key determinant in both the allocation and securities selection component.