TITLIS
Wealth Management
Our commitment to embodying this belief is demonstrated through our dedication to ethical practices, prioritizing the needs of our clients, initiating innovative concepts, fostering a diverse and inclusive environment, and actively supporting charitable causes.
ABOUT US
We believe capital can work to
benefit all of society
We bring this belief to life by upholding integrity, prioritizing clients, championing innovative ideas, embracing diversity and inclusion, and giving back.
Our premier financial services revolve around our pursuit of excellence, client-centric approach, and forward-thinking perspective. These values are supported by our guiding principles: Thoughtful, Creative, and Principled, drawing inspiration from the Rothschild family motto Concordia, Integritas, Industria (harmony, integrity, industry).
These principles are evident in our dedication to best practices and ongoing enhancements in ESG considerations. We foster a culture of ethical business practices, where our team members hold themselves accountable for their work, actions, and the impact they make on our people, industry, environment, and communities.
Your Partner, Every Step of the Way
Whether you need advice or prefer to invest on your own, we have a range of solutions to help meet your needs.
Why our Financial Advisors are Different
Discover why TITLIS Financial Advisors are different when it comes to helping you invest and plan for your future.
Advice for Families and Individuals
We offer services and guidance tailored to your needs
FINANCIAL ADVISOR
Collaborate with a dedicated Financial Advisor for ongoing, comprehensive planning and management
E*TRADE FROM TITLIS
Build your portfolio with access to easy-to-use tools, resources and help whenever you need it.
VIRTUAL ADVISOR
Partner with Financial Advisors, by phone, to help you plan and prepare for key life stages and events
We help our clients build a
Sustainable Future
Mobilizing capital to deliver sustainable growth and long-term value.
INSTITUTE FOR SUSTAINABLE INVESTING
Private sector capital drives large-scale solutions for critical environmental and social challenges. We maximize capital for a sustainable future.
SUSTAINABILITY AT TITLIS
The Firm is dedicated to making a positive contribution to society through our core business activities, employment practices, operations and philanthropic giving.
TECHNOLOGY
REDUCING OUR CARBON FOOTPRINT
New fuel-cell system and six-acre solar panel field at TITLIS's Westchester campus help reduce the firm's carbon footprint.
TITLIS
CHOOSE THE RIGHT SOLUTION FOR YOU
COVER THE ENTIRE VALUE CHAIN
WITH
OUR PRE-INTEGRATED SOLUTION
The comprehensive connection offered by TITLIS™ is meticulously crafted to cater to every aspect of your wealth management technology requirements, ensuring that you stay at the forefront of the competition. Our standardized solution not only meets but exceeds industry standards, allowing for the quickest time to market possible. Clients who have already integrated our system have experienced a multitude of advantages across the value chain. These benefits range from access to powerful computing resources, robust security measures, and advanced risk modeling capabilities to improved operational efficiency and lowered total cost of ownership. By choosing TITLIS™, you are not just investing in cutting-edge technology, but also in a strategic partnership that is dedicated to optimizing your wealth management processes and enhancing your competitive edge in the market.
Send us a Message
Have a question? We’re here to help. Send us a message and we’ll be in touch.
