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Total Investment Management
Total Investment Management is an Arizona-registered investment advisor headquartered in Scottsdale. The firm operates as a discretionary wealth manager...
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.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Scottsdale, AZ, United States
Frequently asked questions
What is Total Investment Management's regulatory structure?
Total Investment Management operates as a Registered Investment Advisor (RIA) regulated by the SEC. This fiduciary structure requires the firm to act in its clients' best interests when constructing portfolios and selecting third-party managers. The RIA structure also permits discretionary authority over client accounts, enabling the firm to implement allocation decisions without requiring pre-trade client approval.
Does Total Investment Management manage private-market or alternative investments directly?
The firm's core mandate centers on liquid public-market securities, including equities and fixed income, rather than direct private-market investing. Its ADV filings do not indicate dedicated private equity, venture capital, or direct real estate investment programs. Any alternative-asset exposure in client portfolios is typically achieved through publicly traded vehicles such as REITs, interval funds, or liquid-alternative mutual funds.
Who makes investment decisions at the firm?
Portfolio construction is handled at the advisor level through separately managed accounts, with investment-policy decisions made by individual portfolio managers within the firm's approved asset-allocation frameworks. The firm relies on third-party research and manager-selection processes rather than an internal institutional research team, which is consistent with its size and positioning as a boutique RIA.
How does Total Investment Management differ from a bank trust department?
While the firm's investment approach shares DNA with bank trust heritage platforms — emphasizing risk-adjusted returns and fiduciary discipline — it operates independently rather than as a division of a depository institution. This independence removes the product-distribution mandates and proprietary-fund conflicts that can accompany trust-company structures, while retaining the conservative portfolio-construction philosophy those platforms are known for.
Does the firm participate in co-investment or club-deal arrangements?
Total Investment Management does not publicly market co-investment opportunities, club-deal access, or pooled private investment vehicles. Its service model centers on individualized portfolio management for clients whose complexity needs exceed retail brokerage but fall below the multi-family-office threshold. Any co-investment activity would be ad hoc and client-directed rather than a structured firm offering.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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