Total Investment Management

Total Investment Management

Total Investment Management is an Arizona-registered investment advisor headquartered in Scottsdale. The firm operates as a discretionary wealth manager serving individual and institutional clients through separately managed accounts. Its regulatory filings indicate a focus on portfolio construction that blends third-party manager selection with direct security-level implementation. The firm's investment approach spans equities, fixed income, and alternative assets across domestic and international markets. Asset allocation models emphasize risk-adjusted return frameworks typical of bank-trust heritage platforms, with tactical adjustments made at the portfolio-manager level rather than through centralized macro overlays. Client portfolios incorporate both active and passive strategies depending on mandate size and liquidity requirements. Total Investment Management maintains a deliberately compact operational footprint, with all investment and client-service functions consolidated in Scottsdale. The firm does not operate affiliated philanthropic vehicles or separate private-market platforms, and its ADV filings show no related-participant structures that would indicate a multi-office or multi-entity configuration. The firm's structural differentiator lies in its combination of a fiduciary RIA framework with portfolio customization usually associated with larger trust-company platforms. This lets it serve clients who have outgrown retail brokerage models but do not require the minimums or complexity of a multi-family office — a positioning that fills a genuine whitespace in the Southwest wealth corridor.