COMPANY SERVICES AIRLINES PARTNERS CLIENT CENTER MARKET UPDATE EDUCATION CONTACT “I’VE BEEN IN YOUR SHOES. I SPENT 22 YEARS AS A PILOT. NOW I MAKE IT MY GOAL TO HELP AIRLINE PROS LIKE YOU ENJOY A BETTER QUALITY OF LIFE DURING RETIREMENT AND THE TIME LEADING UP TO IT.” JOHN E. FOSTER II Founder & Chairman OUR MISSION The mission of TIM is to be the leading investment advisory firm for aviation professionals. We want to grow in a methodical way where each client gets the superior, personalized service they expect and plan to stop taking new clients when we feel our existing clients might suffer if we continue adding new ones. We believe a team approach works best when dealing with people’s finances and have a deep bench to get questions answered. Unlike most advisors, we believe that all hardworking people (the “average Joe,” blue collar workers—not just the super wealthy) deserve access to exceptional service, money management and technology when dealing with their retirement. Our client base can live a comfortable retirement, but there is no room for error so expert financial management is crucial. Therefore, we have a serious responsibility to these hardworking people. We look at our role like that of a fire fighter, police or knight. We are protecting and looking out for clients to safeguard what they’ve worked so hard to accumulate over their lifetime. We take great pride in what we do and the responsibility is monumental. We are always trying to improve. COMPANY HISTORY Total Investment Management, Inc. is a Registered Investment Advisor founded in 1991 by former military and commercial pilots John E. Foster II and James Hughes under the original name, HFG Asset Allocation Service. The name was later changed in 1998 to Total Investment Management, Inc. (TIM) to better reflect the growing services we were providing to aviation professionals. Since 1998, the firm has evolved into a full service financial advisory firm. In 2008, TIM decided to become a true fiduciary of clients’ assets by becoming a nationally registered investment advisor. We believe the RIA structure is the most transparent way for an investor to work with a financial advisor. This is because registered investment advisors are held to a fiduciary standard and collect their revenue based mainly on fees and not commissions. We are not trying to be all things to all people. We concentrate our efforts on the airline industry. We do not have or plan to have multiple offices around the country with a big sales team. We believe in a competent manageable team of people to help our clients. TIM is continually reviewing processes, technology, adding value-added services and building a strong team to serve you. OUR TEAM JAMES WHITE Customer Service Manager James White is originally from Valencia, CA and moved to Arizona in 2017 seeking new career and life opportunities which he has found after starting with Total Investment Management. James has a strong 15-year background in customer service and management through various companies he has worked for in the past. James is an invaluable asset to our team and prides himself in addressing our client’s needs, and concerns, opening and servicing accounts all while ensuring they have a white glove customer experience. He lives by the philosophy that “everyone is a valued customer.” He has two adult boys and now a proud grandfather of four. James enjoys playing bass guitar, basketball, weightlifting and a good glass of cognac. JOHN E. FOSTER II Founder & Chairman John E. Foster II was born on Staten Island, NY, on April 2, 1944. After completion of high school, John attended Wagner College on Staten Island, NY, graduating with a B.S. in Biology. After graduation, John taught General Science for one year and then entered the U.S. Air Force. He earned his wings in February of 1968, serving four years as a pilot in Vietnam and at various stations in the United States and was awarded the Distinguished Flying Cross. After separation, he worked briefly as a Marketing Rep for Hallmark Cards until hired by Eastern Airlines as a pilot. During the fuel crisis furlough, John worked on his Masters in Accounting and Taxation at Fairleigh Dickinson University. Recalled to Eastern in 1978, John worked for Eastern until March of 1989 when the company went bankrupt. While building his financial practice, John worked at McDonnell Douglas, writing the crew procedures for the Mission Computer for the C-17 aircraft. He founded the company in December 1991 and is a Principal. John enjoys riding motorcycles, cooking and is active in his church, singing in choir and doing other charitable events. Email John AT A GLANCE 3,300+ Airline Professionals Served $900+ Million Managed 10+ Years Avg. Client Tenure COMPANY SERVICES AIRLINES PARTNERS CLIENT CENTER MARKET UPDATE EDUCATION CONTACT FORM CRS & FIRM BROCHURE PRIVACY POLICY 800.962.1180 Branding and website by WEBMVMT We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. Cookie Settings Accept All