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

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

Total Investment Management, Inc. (TIM) serves individual clients — including high‑net‑worth households — through financial planning and a tiered investment management platform. The firm also targets a specific occupational niche by offering a subscription‑style program for aviation professionals that supplies model portfolio allocations along with weekly commentary and webcasts tied to employer‑sponsored retirement plans. TIM manages the majority of its assets on a discretionary basis and combines fundamental and technical analysis within a proactive tactical asset‑allocation framework, primarily implementing model portfolios with mutual funds and ETFs. For its most comprehensive clients, TIM may incorporate other security types, coordinate third‑party tax and estate planning services, and provide access to limited third‑party strategies (including tactical bitcoin exposure) for certain accounts. Compared with many peer teams, TIM discloses several atypical arrangements: it operates subscription and periodical content for clients, publishes client testimonials and receives sponsor or marketing support for educational events, and maintains affiliated entities — including an affiliated broker‑dealer and an affiliated registered adviser that sponsors proprietary funds which TIM may recommend. The firm documents these relationships and describes referral and marketing arrangements in its brochure, along with policies the firm uses to address the related conflicts of interest.

To learn more about the advisors currently working at Total Investment 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.