Total Assets Management, Inc.

TotalAssets Management provides discretionary investment management for individuals, trusts and charitable organizations, working with clients to define objectives and tailor portfolio allocations. The firm reports roughly $1.3 million in discretionary assets under management for a small roster of clients and uses a percentage-of-assets fee model common to firms in this category.

The investment approach is long-term and buy-and-hold, with a stated emphasis on multi-year holding periods, low turnover, capital-gain-focused positioning and selective investments in out-of-favor or regulation-impacted securities while explicitly avoiding crypto. Research combines public filings, prospectuses, issuer interviews and occasional site visits, and accounts are generally managed on a discretionary basis.

What is distinctive is the firm’s very small asset base and client count, which in practice results in a client mix that skews toward non‑high‑net‑worth individuals and nonprofit accounts rather than large HNW relationships. The brochure also documents an atypical operating structure in which the lead portfolio manager maintains other full‑time employment and industry representation, a setup the firm frames as providing hands‑on market observation and real‑world economic insight.