Scottsdale, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total Investment Management, Inc.
Team
Firm-wide stats for Total Investment Management, Inc.
Clients per advisor
148 Very HighAvg AUM per client
$1,141,567 TypicalHNW client ratio
34% TypicalAbout
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.
Based on Total Investment Management, Inc.
Expertise
Based on Total Investment Management, Inc.
Demographic focus
Based on Total Investment Management, Inc.
Location
9383 E. Bahia Dr., Ste. 120
Scottsdale AZ 85260
Advisors at this office
6
Advisors at this office
Patrick B
Series 63, Series 65
Scottsdale, AZ
Total Investment Management, Inc.
Patrick Brock is a financial advisor at Total Investment Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with Total Investment Management since 2015 and concurrently works as a flight attendant for Southwest Airlines, where he has served since 1988. Outside of advisory work, he is president of Brockproperties S-Corporation. Total Investment Management, Inc. serves individual clients, including high-net-worth households, offering financial planning and a tiered investment management platform. The firm also provides a subscription program tailored for aviation professionals and employs a tactical asset-allocation approach using model portfolios with mutual funds and ETFs.
Bryan L
Series 66
Scottsdale, AZ
Total Investment Management, Inc.
Bryan Lee is a financial advisor at Total Investment Management, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at Total Investment Management since 2005. Lee also serves as a portfolio manager at Resq Investment Partners, LLC, and is the owner of Vision 4 Fund Distributors. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets chiefly on a discretionary basis using strategic and tactical asset allocation supported by fundamental and technical analysis, offering multiple service tiers to address varied client needs.
John G
CFA®, Series 65
Scottsdale, AZ
Total Investment Management, Inc.
John Greer is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He is a portfolio manager at Resq Investment Partners and an investment adviser representative at Total Investment Management, Inc., where he has worked since 2007. Greer is also the owner of Vision 4 Fund Distributors. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using strategic and tactical asset allocation supported by fundamental and technical analysis and offers multiple service tiers ranging from subscription-based commentary to integrated wealth management.
Nicholas P
CFP®, Series 63, Series 65
Scottsdale, AZ
Total Investment Management, Inc.
Nicholas Parisi is a CFP® professional at Total Investment Management, Inc. in Scottsdale, AZ, with 11 years of industry experience. He has worked at Learnvest Inc. and Financial Engines Advisors L.L.C. prior to joining Total Investment Management in 2019, following a one-year sabbatical. Total Investment Management serves individual clients, including high-net-worth households, offering financial planning and a tiered investment management platform. The firm specializes in a subscription-style program for aviation professionals and employs a proactive tactical asset-allocation approach using model portfolios with mutual funds and ETFs.
Todd F
Series 66
Scottsdale, AZ
Total Investment Management, Inc.
Todd Foster is a financial advisor at Total Investment Management, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked with Resq Investment Partners since 2014. Outside of his advisory roles, Foster is the owner of Vision 4 Fund Distributors. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using a combination of strategic and tactical asset allocation and offers multiple service tiers tailored to varying client needs.
Philip L
CFP®, Series 63, Series 65
Scottsdale, AZ
Total Investment Management, Inc.
Philip Lowe is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Total Investment Management, Inc. He has been involved with Total Investment Management since 1998 and has operated Lowe Financial since 2001. In addition to his advisory work, he holds a Utah insurance license and may recommend insurance products on a fully disclosed commission basis. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using a combination of strategic and tactical asset allocation and offers multiple service tiers with varying levels of client interaction and integrated planning.
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