A complete list of active advisors currently associated with Total Assets Management, Inc.

Warmer can help you find a great advisor at Total Assets Management, Inc. or one who fits your needs even better.

Total Assets Management, Inc. provides discretionary investment management primarily for individuals, high-net-worth clients, trusts and charitable organizations, tailoring portfolios to clients’ stated objectives and risk tolerances. The firm manages a small, concentrated client base and generally charges percentage-of-assets fees while not participating in wrap fee programs. The firm follows a long-term, contrarian equity-oriented approach with typical holding periods of three years or more, emphasizing low turnover, preservation of purchasing power, and selection of out-of-favor or regulation-impacted securities; it explicitly excludes crypto and direct commodity futures from its investments. Research inputs include financial filings, issuer interviews and site visits, and portfolios are constructed from individual equities, exchange-traded funds and mutual funds to capture real-asset exposure and durable competitive advantages. Compared with peers, the firm is unusually small and concentrated—one adviser serving about a dozen clients across two offices—and the principal’s ongoing outside employment and manufacturer-representative activities are disclosed as contributing real-world economic insight. Operationally, the firm typically operates on a discretionary basis, frequently accepts proxy-voting authority, focuses reporting on change from cost basis rather than index-relative metrics, and does not take custody of client assets except to facilitate fee withdrawals.

To learn more about the advisors currently working at Total Assets Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.