# Total Investment Management

Total Investment Management is a Bank / Wealth / Trust based in Scottsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** totalinvestmentmanagement.com

## Regulatory record

- **Reports private funds:** No

## About

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.

## 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.

### 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.

## Related profiles

- [Total Group Pension Plan](https://altss.com/profile/total-group-pension-plan)
- [Total Living Foundation](https://altss.com/profile/total-living-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

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